Strategic Wealth Partners, Ltd. Ishares Tr Transaction History

Strategic Wealth Partners, Ltd.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 11, 2020	SELL	$64.24 - $86.82 $274,497 - $370,981	-4,273 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$89.52 - $95.36 $71,616 - $76,288	-800 Reduced 15.77%	4,273 $398,000
Q3 2019 Oct 28, 2019	BUY	$91.54 - $93.76 $359,111 - $367,820	3,923 Added 341.13%	5,073 $48.1 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-11,768 Reduced 91.1%	1,150 $100,000
Q1 2019 May 14, 2019	SELL	N/A	-1,466 Reduced 10.19%	12,918 $1.12 Million
Q4 2018 Jan 24, 2019	BUY	N/A	14,384 New	14,384 $0
Q3 2018 Dec 06, 2018	SELL	N/A	-281 Closed	0 $0
Q2 2018 Sep 04, 2018	SELL	N/A	-195 Reduced 40.97%	281 $23,000
Q1 2018 Jul 13, 2018	BUY	N/A	476 New	476 $36,000

593

46.8M

7.86M

11.6M

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.