Number of Shares
436
Previous 431 1.16%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025

BUY
N/A
5 Added 1.16%
436 $0
Q1 2024

Apr 24, 2024

BUY
N/A
4 Added 0.94%
431 $0
Q4 2022

Feb 03, 2023

BUY
N/A
2 Added 0.47%
427 $0
Q1 2021

Apr 23, 2021

BUY
N/A
3 Added 0.71%
425 $14,000
Q3 2020

Oct 23, 2020

BUY
N/A
93 Added 28.27%
422 $10,000
Q1 2020

Apr 22, 2020

BUY
N/A
329 New
329 $5,000
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.