Number of Shares
193
Previous 193 -0.0%
Holding current value
$92 Million
Previous $84.7 Million 8.67%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
N/A
-1 Reduced 0.52%
193 $89.6 Million
Q4 2023

Feb 01, 2024

BUY
N/A
1 Added 0.52%
194 $79.7 Million
Q1 2023

Jan 09, 2024

BUY
N/A
193 New
193 $68.6 Million
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc 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 Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.