Blue Bell Private Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Blue Bell Private Wealth Management, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 10, 2021	SELL	$58.84 - $62.73 $35,892 - $38,265	-610 Closed	0 $0
Q1 2021 Apr 23, 2021	BUY	$53.02 - $57.54 $3,181 - $3,452	60 Added 10.91%	610 $35,000
Q4 2020 Jan 21, 2021	SELL	$47.73 - $53.96 $252,968 - $285,988	-5,300 Reduced 90.6%	550 $30,000
Q3 2020 Oct 23, 2020	SELL	$45.51 - $51.78 $10,239 - $11,650	-225 Reduced 3.7%	5,850 $290,000
Q2 2020 Jul 30, 2020	SELL	$37.38 - $47.13 $10,653 - $13,432	-285 Reduced 4.48%	6,075 $280,000
Q1 2020 Apr 22, 2020	SELL	$33.65 - $49.64 $8,580 - $12,658	-255 Reduced 3.85%	6,360 $247,000
Q4 2019 Jan 22, 2020	SELL	$43.65 - $48.63 $3,055 - $3,404	-70 Reduced 1.05%	6,615 $321,000
Q3 2019 Nov 07, 2019	SELL	$44.66 - $45.42 $3,126 - $3,179	-70 Reduced 1.04%	6,685 $301,000
Q2 2019 Jul 23, 2019	SELL	N/A	-275 Reduced 3.91%	6,755 $295,000
Q1 2019 Apr 23, 2019	SELL	N/A	-135 Reduced 1.88%	7,030 $303,000
Q4 2018 Jan 16, 2019	SELL	N/A	-1,665 Reduced 18.86%	7,165 $275,000
Q3 2018 Oct 25, 2018	SELL	N/A	-155 Reduced 1.73%	8,830 $391,000
Q2 2018 Jul 25, 2018	SELL	N/A	-45 Reduced 0.5%	8,985 $368,000
Q1 2018 May 01, 2018	BUY	N/A	30 Added 0.33%	9,030 $364,000
Q4 2017 Jan 31, 2018	BUY	N/A	3,400 Added 60.71%	9,000 $372,000
Q3 2017 Oct 24, 2017	BUY	N/A	5,600	5,600 $214,000

684

133M

16.5K

200

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.