Number of Shares
8,230
Previous 8,230 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
N/A
-3,522 Reduced 29.97%
8,230 $0
Q4 2023

Feb 15, 2024

SELL
N/A
-485 Reduced 3.96%
11,752 $0
Q3 2023

Nov 15, 2023

SELL
N/A
-269,590 Reduced 95.66%
12,237 $0
Q2 2023

Aug 14, 2023

BUY
N/A
53,413 Added 23.38%
281,827 $0
Q1 2023

May 04, 2023

BUY
N/A
92,509 Added 68.07%
228,414 $0
Q4 2022

Feb 10, 2023

BUY
N/A
135,905 New
135,905 $0
Track This Portfolio

Track Wealthquest Corp Portfolio

Follow Wealthquest Corp 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 Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.