Shares

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

Nov 17, 2021

SELL
N/A
-47,946 Closed
0 $0
Q2 2021

Aug 10, 2021

SELL
N/A
-2,576 Reduced 5.1%
47,946 $645,000
Q1 2021

May 07, 2021

SELL
N/A
-15,100 Reduced 23.01%
50,522 $663,000
Q4 2020

Feb 12, 2021

BUY
N/A
7,246 Added 12.41%
65,622 $709,000
Q3 2020

Nov 30, 2020

SELL
N/A
-9,051 Reduced 13.42%
58,376 $364,000
Q2 2020

Aug 03, 2020

SELL
N/A
-8,029 Reduced 10.64%
67,427 $456,000
Q1 2020

May 05, 2020

SELL
N/A
-5,447 Reduced 6.73%
75,456 $542,000
Q4 2019

Feb 10, 2020

SELL
N/A
-7,614 Reduced 8.6%
80,903 $909,000
Q3 2019

Nov 04, 2019

SELL
N/A
-4,357 Reduced 4.69%
88,517 $766,000
Q2 2019

Aug 13, 2019

BUY
N/A
535 Added 0.58%
92,874 $986,000
Q1 2019

May 02, 2019

SELL
N/A
-18,951 Reduced 17.03%
92,339 $0
Q4 2018

Feb 12, 2019

BUY
N/A
111,290 New
111,290 $972,000
Q3 2018

Nov 07, 2018

SELL
N/A
-288,743 Closed
0 $0
Q2 2018

Sep 17, 2018

BUY
N/A
97,825 Added 51.24%
288,743 $3.93 Million
Q1 2018

May 08, 2018

BUY
N/A
78,399 Added 69.68%
190,918 $2.57 Million
Q4 2017

Mar 08, 2018

BUY
N/A
104,777 Added 1353.36%
112,519 $1.96 Million
Q3 2017

Nov 07, 2017

SELL
N/A
-190,570 Reduced 96.1%
7,742 $187,000
Q2 2017

Aug 16, 2017

BUY
N/A
198,312
198,312 $5.36 Million
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, 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 Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.