Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Jul 14, 2020

SELL
N/A
-5,412 Closed
0 $0
Q1 2020

Apr 21, 2020

BUY
N/A
5,412 New
5,412 $513,000
Q3 2019

Oct 22, 2019

SELL
N/A
-7,976 Closed
0 $0
Q2 2019

Jul 22, 2019

SELL
N/A
-15,849 Reduced 66.52%
7,976 $869,000
Q1 2019

Apr 15, 2019

SELL
N/A
-225 Reduced 0.94%
23,825 $857,000
Q4 2018

Jan 18, 2019

SELL
N/A
-1,500 Reduced 5.87%
24,050 $808,000
Q3 2018

Oct 18, 2018

SELL
N/A
-2,350 Reduced 8.42%
25,550 $921,000
Q2 2018

Aug 07, 2018

SELL
N/A
-1,250 Reduced 4.29%
27,900 $990,000
Q1 2018

May 08, 2018

SELL
N/A
-1,800 Reduced 5.82%
29,150 $1.05 Million
Q4 2017

Jan 31, 2018

SELL
N/A
-4,000 Reduced 11.44%
30,950 $1.14 Million
Q3 2017

Oct 23, 2017

BUY
N/A
34,950
34,950 $1.3 Million
Track This Portfolio

Track Westbourne Investment Advisors, Inc. Portfolio

Follow Westbourne Investment Advisors, Inc. 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 Westbourne Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westbourne Investment Advisors, Inc. with notifications on news.