Shares

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

Jan 24, 2020

SELL
N/A
-34,458 Closed
0 $0
Q3 2019

Oct 24, 2019

SELL
N/A
-49,980 Reduced 59.19%
34,458 $1.84 Million
Q2 2019

Jul 30, 2019

SELL
N/A
-764 Reduced 0.9%
84,438 $4.15 Million
Q1 2019

Apr 12, 2019

SELL
N/A
-388 Reduced 0.45%
85,202 $3.96 Million
Q4 2018

Jan 30, 2019

BUY
N/A
2,749 Added 3.32%
85,590 $3.71 Million
Q3 2018

Oct 25, 2018

BUY
N/A
4,111 Added 5.22%
82,841 $4.02 Million
Q2 2018

Aug 03, 2018

BUY
N/A
5,359 Added 7.3%
78,730 $3.97 Million
Q1 2018

May 03, 2018

BUY
N/A
908 Added 1.25%
73,371 $3.82 Million
Q4 2017

Feb 08, 2018

BUY
N/A
4,355 Added 6.39%
72,463 $3.6 Million
Q3 2017

Oct 19, 2017

BUY
N/A
68,108
68,108 $3.2 Million
Track This Portfolio

Track Transform Wealth, LLC Portfolio

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

News

Stay updated on Transform Wealth, LLC with notifications on news.