Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Jan 22, 2020

SELL
N/A
-19,909 Closed
0 $0
Q3 2019

Nov 07, 2019

BUY
N/A
239 Added 1.22%
19,909 $5.36 Million
Q2 2019

Jul 23, 2019

SELL
N/A
-1,198 Reduced 5.74%
19,670 $5.23 Million
Q1 2019

Apr 23, 2019

SELL
N/A
-857 Reduced 3.94%
20,868 $5.41 Million
Q4 2018

Jan 16, 2019

SELL
N/A
-678 Reduced 3.03%
21,725 $5.07 Million
Q3 2018

Oct 25, 2018

SELL
N/A
-308 Reduced 1.36%
22,403 $5.92 Million
Q2 2018

Jul 25, 2018

SELL
N/A
-2,686 Reduced 10.58%
22,711 $5.51 Million
Q1 2018

May 01, 2018

SELL
N/A
-201 Reduced 0.79%
25,397 $6.13 Million
Q4 2017

Jan 31, 2018

SELL
N/A
-3,512 Reduced 12.06%
25,598 $6.33 Million
Q3 2017

Oct 24, 2017

BUY
N/A
29,110
29,110 $6.52 Million
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private 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 Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.