Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2018

Jul 19, 2018

SELL
N/A
-15,111 Closed
0 $0
Q1 2018

Apr 17, 2018

SELL
N/A
-2,999 Reduced 16.56%
15,111 $596,000
Q4 2017

Jan 08, 2018

BUY
N/A
136 Added 0.76%
18,110 $768,000
Q3 2017

Oct 10, 2017

BUY
N/A
17,974
17,974 $737,000
Track This Portfolio

Track Moneywise, Inc. Portfolio

Follow Moneywise, 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 Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.