Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 15, 2020

SELL
N/A
-5,450 Closed
0 $0
Q2 2019

Aug 14, 2019

SELL
N/A
-1,525 Reduced 21.86%
5,450 $415,000
Q1 2019

May 15, 2019

BUY
N/A
6,975 New
6,975 $465,000
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.