Cabot Wealth Management Inc INVESCO EXCH TRD SLF IDX FD Transaction History

Cabot Wealth Management Inc

  • $794 Million
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 26, 2022
SELL
N/A
-18,011 Closed
0 $0
Q3 2021

Oct 21, 2021
SELL
N/A
-200 Reduced 1.1%
18,011 $380,000
Q1 2021

Apr 20, 2021
SELL
N/A
-1,137 Reduced 5.88%
18,211 $385,000
Q4 2020

Feb 02, 2021
SELL
N/A
-2,197 Reduced 10.2%
19,348 $410,000
Q3 2020

Nov 05, 2020
SELL
N/A
-17,138 Reduced 44.3%
21,545 $459,000
Q2 2020

Aug 10, 2020
SELL
N/A
-176 Reduced 0.45%
38,683 $826,000
Q1 2020

Apr 23, 2020
SELL
N/A
-2,546 Reduced 6.15%
38,859 $815,000
Q4 2019

Feb 12, 2020
BUY
N/A
1,224 Added 3.05%
41,405 $879,000
Q3 2019

Oct 31, 2019
SELL
N/A
-2,511 Reduced 5.88%
40,181 $854,000
Q2 2019

Aug 06, 2019
SELL
N/A
-327 Reduced 0.76%
42,692 $905,000
Q1 2019

May 13, 2019
BUY
N/A
3,273 Added 8.23%
43,019 $905,000
Q4 2018

Feb 12, 2019
BUY
N/A
39,746 New
39,746 $825,000
Track This Portfolio

Track Cabot Wealth Management Inc Portfolio

Follow Cabot Wealth Management Inc 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 Cabot Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cabot Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email