Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 08, 2022

SELL
N/A
-36,775 Closed
0 $0
Q3 2021

Oct 29, 2021

SELL
N/A
-19,413 Reduced 34.55%
36,775 $776,000
Q2 2021

Jul 29, 2021

SELL
N/A
-13,890 Reduced 19.82%
56,188 $1.19 Million
Q1 2021

May 06, 2021

SELL
N/A
-15,262 Reduced 17.88%
70,078 $1.48 Million
Q4 2020

Jan 26, 2021

BUY
N/A
85,340 New
85,340 $1.81 Million
Track This Portfolio

Track Windward Private Wealth Management Inc. Portfolio

Follow Windward Private Wealth Management 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 Windward Private Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Windward Private Wealth Management Inc. with notifications on news.