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

Segment Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 24, 2020	SELL	N/A	-4,134 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	N/A	18 Added 0.44%	4,134 $249,000
Q3 2019 Oct 22, 2019	BUY	N/A	4,116 New	4,116 $234,000
Q2 2019 Jul 29, 2019	SELL	N/A	-5,183 Closed	0 $0
Q1 2019 Apr 30, 2019	SELL	N/A	-1,530 Reduced 22.79%	5,183 $284,000

Q4 2018 Jan 31, 2019	BUY	N/A	41 Added 0.61%	6,713 $331,000
Q3 2018 Nov 07, 2018	BUY	N/A	1,386 Added 26.22%	6,672 $374,000
Q2 2018 Jul 17, 2018	BUY	N/A	300 Added 6.02%	5,286 $281,000
Q1 2018 Apr 30, 2018	BUY	N/A	29 Added 0.59%	4,986 $263,000
Q4 2017 Jan 23, 2018	BUY	N/A	62 Added 1.27%	4,957 $271,000
Q3 2017 Oct 26, 2017	BUY	N/A	93 Added 1.94%	4,895 $254,000
Q2 2017 Aug 11, 2017	BUY	N/A	4,802	4,802 $241,000

787

102M

9.1K

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.