Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2019

Nov 13, 2019

SELL
N/A
-9,348 Closed
0 $0
Q2 2019

Jul 19, 2019

BUY
N/A
8,473 Added 968.34%
9,348 $98,000
Q1 2019

May 01, 2019

BUY
N/A
537 Added 158.88%
875 $9,000
Q4 2018

Feb 05, 2019

SELL
N/A
-1,178 Reduced 77.7%
338 $3,000
Q3 2018

Nov 07, 2018

BUY
N/A
816 Added 116.57%
1,516 $17,000
Q2 2018

Jul 31, 2018

BUY
N/A
119 Added 20.48%
700 $10,000
Q1 2018

Apr 05, 2018

SELL
N/A
-30,096 Reduced 98.11%
581 $8,000
Q4 2017

Feb 09, 2018

SELL
N/A
-810,296 Reduced 96.35%
30,677 $535,000
Q3 2017

Nov 09, 2017

BUY
N/A
65,796 Added 8.49%
840,973 $20.3 Million
Q2 2017

Aug 11, 2017

BUY
N/A
775,177
775,177 $20.9 Million
Track This Portfolio

Track Destination Wealth Management Portfolio

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

News

Stay updated on Destination Wealth Management with notifications on news.