Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 16, 2020

SELL
N/A
-11,959 Closed
0 $0
Q4 2019

Jan 17, 2020

SELL
N/A
-683 Reduced 5.4%
11,959 $1.79 Million
Q3 2019

Oct 21, 2019

BUY
N/A
1,158 Added 10.08%
12,642 $1.73 Million
Q2 2019

Jul 18, 2019

BUY
N/A
688 Added 6.37%
11,484 $1.5 Million
Q1 2019

May 09, 2019

BUY
N/A
1,444 Added 15.44%
10,796 $1.39 Million
Q4 2018

Feb 14, 2019

BUY
N/A
138 Added 1.5%
9,352 $996,000
Q3 2018

Nov 14, 2018

SELL
N/A
-330 Reduced 3.46%
9,214 $1.3 Million
Q4 2017

Feb 12, 2018

SELL
N/A
-143 Reduced 1.48%
9,544 $1.21 Million
Q3 2017

Oct 27, 2017

SELL
N/A
-200 Reduced 2.02%
9,687 $1.12 Million
Q2 2017

Aug 14, 2017

BUY
N/A
9,887
9,887 $1.21 Million
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.