Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2018

Nov 07, 2018

SELL
N/A
-89,395 Closed
0 $0
Q2 2018

Jul 17, 2018

BUY
N/A
89,395 New
89,395 $3.85 Million
Q1 2018

Apr 30, 2018

SELL
N/A
-39,345 Closed
0 $0
Q4 2017

Jan 23, 2018

BUY
N/A
39,345
39,345 $1.46 Million
Track This Portfolio

Track Segment Wealth Management, LLC Portfolio

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

News

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