Shares

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

Jul 29, 2022

SELL
N/A
-280,000 Closed
0 $0
Q1 2022

May 06, 2022

BUY
N/A
60,000 Added 27.27%
280,000 $68,000
Q4 2021

Jan 27, 2022

BUY
N/A
20,000 Added 10.0%
220,000 $129,000
Q4 2020

Feb 01, 2021

BUY
N/A
70,000 Added 53.85%
200,000 $136,000
Q3 2020

Oct 23, 2020

BUY
N/A
50,000 Added 62.5%
130,000 $135,000
Q2 2020

Aug 03, 2020

BUY
N/A
25,000 Added 45.45%
80,000 $99,000
Q1 2020

May 01, 2020

BUY
N/A
20,000 Added 57.14%
55,000 $59,000
Q4 2019

Feb 10, 2020

BUY
N/A
12,000 Added 52.17%
35,000 $91,000
Q3 2019

Nov 04, 2019

BUY
N/A
11,000 Added 91.67%
23,000 $74,000
Q2 2019

Aug 13, 2019

BUY
N/A
12,000 New
12,000 $68,000
Track This Portfolio

Track Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning 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 Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.