Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 24, 2020

SELL
N/A
-556 Closed
0 $0
Q4 2019

Jan 23, 2020

BUY
N/A
200 Added 56.18%
556 $434,000
Q3 2019

Oct 22, 2019

BUY
N/A
356 New
356 $231,000
Q4 2018

Jan 31, 2019

SELL
N/A
-312 Closed
0 $0
Q3 2018

Nov 07, 2018

BUY
N/A
312 New
312 $269,000
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.