Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 15, 2022

SELL
N/A
-16,170 Closed
0 $0
Q4 2021

Jan 19, 2022

BUY
N/A
986 Added 6.49%
16,170 $1.17 Million
Q3 2021

Oct 22, 2021

BUY
N/A
2,357 Added 18.38%
15,184 $935,000
Q2 2021

Jul 22, 2021

BUY
N/A
837 Added 6.98%
12,827 $798,000
Q1 2021

Apr 15, 2021

BUY
N/A
2,974 Added 32.99%
11,990 $564,000
Q4 2020

Jan 19, 2021

BUY
N/A
1,082 Added 13.64%
9,016 $442,000
Q3 2020

Oct 19, 2020

BUY
N/A
722 Added 10.01%
7,934 $355,000
Q2 2020

Jul 20, 2020

BUY
N/A
15 Added 0.21%
7,212 $360,000
Q1 2020

Apr 16, 2020

BUY
N/A
692 Added 10.64%
7,197 $241,000
Q4 2019

Jan 17, 2020

BUY
N/A
6,505 New
6,505 $310,000
Track This Portfolio

Track York Bridge Wealth Partners, LLC Portfolio

Follow York Bridge Wealth Partners, 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 York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.