Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2018

Aug 01, 2018

SELL
N/A
-16,500 Closed
0 $0
Q4 2017

Feb 01, 2018

SELL
N/A
-2,000 Reduced 10.81%
16,500 $310,000
Q2 2017

Aug 14, 2017

BUY
N/A
18,500
18,500 $364,000
Track This Portfolio

Track Big Sur Wealth Management LLC Portfolio

Follow Big Sur Wealth Management 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 Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.