Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Oct 23, 2020

SELL
N/A
-13,330 Closed
0 $0
Q2 2020

Aug 03, 2020

SELL
N/A
-5,870 Reduced 30.57%
13,330 $91,000
Q1 2020

May 01, 2020

BUY
N/A
6,338 Added 49.28%
19,200 $152,000
Q4 2019

Feb 10, 2020

SELL
N/A
-834 Reduced 6.09%
12,862 $143,000
Q3 2019

Nov 04, 2019

SELL
N/A
-1,977 Reduced 12.61%
13,696 $122,000
Q2 2019

Aug 13, 2019

BUY
N/A
501 Added 3.3%
15,673 $165,000
Q1 2019

May 08, 2019

BUY
N/A
1,809 Added 13.54%
15,172 $152,000
Q4 2018

Feb 14, 2019

BUY
N/A
13,363 New
13,363 $101,000
Track This Portfolio

Track Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.