Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 20, 2021

SELL
N/A
-50 Closed
0 $0
Q2 2021

Jul 23, 2021

BUY
N/A
50 New
50 $1,000
Q1 2020

May 07, 2020

SELL
N/A
-6,347 Closed
0 $0
Q4 2019

Jan 28, 2020

SELL
N/A
-3,008 Reduced 32.15%
6,347 $71,000
Q3 2019

Oct 22, 2019

BUY
N/A
507 Added 5.73%
9,355 $84,000
Q2 2019

Jul 30, 2019

BUY
N/A
8,848 New
8,848 $93,000
Track This Portfolio

Track Personal Wealth Partners Portfolio

Follow Personal Wealth Partners 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 Personal Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Personal Wealth Partners with notifications on news.