Financial Partners Capital Management LLC Fidelity Balanced Fund Transaction History

Financial Partners Capital Management LLC

  • $449 Billion
  • Q4 2022

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 12, 2020
SELL
N/A
-21,629 Closed
0 $0
Q3 2018

Feb 19, 2019
SELL
N/A
-2,365 Reduced 9.86%
21,629 $547,000
Q2 2018

Feb 19, 2019
BUY
N/A
2,365 Added 10.93%
23,994 $586,000
Q4 2017

Feb 14, 2018
BUY
N/A
21,629
21,629 $513,000
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