Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 18, 2021

SELL
N/A
-14,050 Closed
0 $0
Q3 2020

Nov 16, 2020

SELL
N/A
-400 Reduced 2.77%
14,050 $2.75 Million
Q2 2020

Aug 14, 2020

SELL
N/A
-4,300 Reduced 22.93%
14,450 $2.46 Million
Q1 2020

May 15, 2020

SELL
N/A
-1,300 Reduced 6.48%
18,750 $2.17 Million
Q4 2019

Feb 24, 2020

SELL
N/A
-500 Reduced 2.43%
20,050 $2.29 Million
Q3 2019

Nov 15, 2019

SELL
N/A
-400 Reduced 1.91%
20,550 $1.76 Million
Q1 2019

May 15, 2019

BUY
N/A
20,950 New
20,950 $1.53 Million
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, 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 Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.