Number of Shares
19,550
Previous 19,550 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

SELL
N/A
-3,500 Reduced 15.18%
19,550 $0
Q3 2023

Oct 20, 2023

BUY
N/A
200 Added 0.88%
23,050 $0
Q2 2023

Jul 28, 2023

SELL
N/A
-2,370 Reduced 9.4%
22,850 $0
Q1 2023

Apr 26, 2023

SELL
N/A
-5,275 Reduced 17.3%
25,220 $0
Q4 2022

Jan 30, 2023

BUY
N/A
30,495 New
30,495 $0
Track This Portfolio

Track Walter & Keenan Wealth Management LLC Portfolio

Follow Walter & Keenan 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 Walter & Keenan Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Walter & Keenan Wealth Management LLC with notifications on news.