Number of Shares
17
Previous 21 19.05%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
N/A
-4 Reduced 19.05%
17 $0
Q2 2024

Jul 29, 2024

BUY
N/A
3 Added 16.67%
21 $0
Q1 2024

Apr 26, 2024

SELL
N/A
-7 Reduced 28.0%
18 $0
Q4 2023

Jan 22, 2024

SELL
N/A
-1 Reduced 3.85%
25 $0
Q3 2023

Oct 18, 2023

SELL
N/A
-2 Reduced 7.14%
26 $0
Q2 2023

Jul 26, 2023

BUY
N/A
2 Added 7.69%
28 $0
Q1 2023

Apr 20, 2023

BUY
N/A
26 New
26 $0
Track This Portfolio

Track High Mark Wealth Management LLC Portfolio

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

News

Stay updated on High Mark Wealth Management LLC with notifications on news.