Segment Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Segment Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 15, 2020	SELL	$23.59 - $35.22 $104,079 - $155,390	-4,412 Closed	0 $0
Q1 2020 Apr 24, 2020	BUY	$22.29 - $38.7 $44 - $77	2 Added 0.05%	4,412 $227,000
Q4 2019 Jan 23, 2020	SELL	$33.63 - $38.03 $19,539 - $22,095	-581 Reduced 11.64%	4,410 $334,000
Q3 2019 Oct 22, 2019	SELL	$34.78 - $36.12 $24,798 - $25,753	-713 Reduced 12.5%	4,991 $348,000
Q2 2019 Jul 29, 2019	BUY	N/A	1,015 Added 21.65%	5,704 $408,000
Q1 2019 Apr 30, 2019	BUY	N/A	343 Added 7.89%	4,689 $328,000
Q4 2018 Jan 31, 2019	BUY	N/A	22 Added 0.51%	4,346 $264,000
Q3 2018 Nov 07, 2018	BUY	N/A	4,324 New	4,324 $329,000

1,144

146M

55.6K

7.8K

Get notified when there are updates to the investment portfolio of Segment Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Segment Wealth Management, LLC with notifications on news.