Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2019

Nov 04, 2019

SELL
N/A
-11,666 Closed
0 $0
Q2 2019

Aug 13, 2019

SELL
N/A
-1,695 Reduced 12.69%
11,666 $1,000
Q1 2019

May 08, 2019

SELL
N/A
-3,159 Reduced 19.12%
13,361 $9,000
Q4 2018

Feb 14, 2019

BUY
N/A
16,520 New
16,520 $9,000
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.