Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022

SELL
N/A
-535 Closed
0 $0
Q1 2022

May 16, 2022

BUY
N/A
535 New
535 $535,000
Q4 2020

Feb 16, 2021

SELL
N/A
-5,983 Closed
0 $0
Q3 2020

Nov 13, 2020

SELL
N/A
-1,700 Reduced 22.13%
5,983 $5.73 Million
Q2 2020

Aug 13, 2020

SELL
N/A
-18,607 Reduced 70.78%
7,683 $6.95 Million
Q1 2020

May 14, 2020

BUY
N/A
208 Added 0.8%
26,290 $16.6 Million
Q4 2019

Feb 13, 2020

SELL
N/A
-349 Reduced 1.32%
26,082 $27.2 Million
Q3 2019

Nov 12, 2019

BUY
N/A
4,624 Added 21.2%
26,431 $27.2 Million
Q2 2019

Aug 09, 2019

BUY
N/A
21,807 New
21,807 $22 Million
Track This Portfolio

Track Wellesley Asset Management Portfolio

Follow Wellesley Asset Management 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 Wellesley Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Wellesley Asset Management with notifications on news.