Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Jan 30, 2020

SELL
N/A
-9,876 Closed
0 $0
Q3 2019

Oct 28, 2019

BUY
N/A
5,258 Added 113.86%
9,876 $531,000
Q2 2019

Aug 06, 2019

SELL
N/A
-1,677 Reduced 26.64%
4,618 $48,000
Q1 2019

May 14, 2019

SELL
N/A
-812 Reduced 11.43%
6,295 $63,000
Q4 2018

Jan 24, 2019

SELL
N/A
-3,711 Reduced 34.3%
7,107 $0
Q3 2018

Dec 06, 2018

SELL
N/A
-2,962 Reduced 21.49%
10,818 $122,000
Q2 2018

Sep 04, 2018

SELL
N/A
-44,757 Reduced 76.46%
13,780 $188,000
Q1 2018

Jul 13, 2018

BUY
N/A
58,537 New
58,537 $789,000
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

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