Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 13, 2021

SELL
N/A
-300 Closed
0 $0
Q4 2020

Jan 19, 2021

SELL
N/A
-75 Reduced 20.0%
300 $3,000
Q3 2020

Oct 21, 2020

SELL
N/A
-4,656 Reduced 92.55%
375 $2,000
Q2 2020

Aug 03, 2020

SELL
N/A
-90 Reduced 1.76%
5,031 $34,000
Q1 2020

Apr 20, 2020

SELL
N/A
-4,500 Reduced 46.77%
5,121 $41,000
Q4 2019

Jan 29, 2020

BUY
N/A
2,590 Added 36.84%
9,621 $106,000
Q3 2019

Oct 21, 2019

BUY
N/A
4,986 Added 243.81%
7,031 $62,000
Q1 2019

Apr 11, 2019

SELL
N/A
-2,000 Reduced 49.44%
2,045 $20,000
Q4 2018

Jan 11, 2019

BUY
N/A
1,300 Added 47.36%
4,045 $31,000
Q3 2018

Oct 22, 2018

SELL
N/A
-36,986 Reduced 93.09%
2,745 $31,000
Q2 2018

Jul 17, 2018

BUY
N/A
35,676 Added 879.8%
39,731 $541,000
Q1 2018

Apr 05, 2018

SELL
N/A
-464,432 Reduced 99.13%
4,055 $55,000
Q4 2017

Jan 18, 2018

SELL
N/A
-51,444 Reduced 9.89%
468,487 $8.16 Million
Q3 2017

Oct 19, 2017

BUY
N/A
519,931
519,931 $12.6 Million
Track This Portfolio

Track Edge Wealth Management LLC Portfolio

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

News

Stay updated on Edge Wealth Management LLC with notifications on news.