Crestwood Advisors Group LLC Vanguard Mid Cap Value Index F Transaction History

Crestwood Advisors Group LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 14, 2020	SELL	$75.66 - $107.24 $241,355 - $342,095	-3,190 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$68.69 - $121.9 $3,434 - $6,095	-50 Reduced 1.54%	3,190 $259,000
Q4 2019 Feb 12, 2020	BUY	$108.67 - $119.8 $32,818 - $36,179	302 Added 10.28%	3,240 $386,000
Q3 2019 Nov 13, 2019	BUY	$112.16 - $114.13 $62,024 - $63,113	553 Added 23.19%	2,938 $332,000
Q2 2019 Aug 14, 2019	BUY	N/A	2,385 New	2,385 $266,000

1,106

68M

28.7K

1.8K

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

Stay updated on Crestwood Advisors Group LLC with notifications on news.