Capasso Planning Partners LLC Schwab Strategic Tr Us Broad M Transaction History

Capasso Planning Partners LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	BUY	$41.94 - $47.81 $41 - $47	1 Added 0.02%	5,244 $0
Q3 2022 Nov 09, 2022	BUY	$41.99 - $50.63 $41 - $50	1 Added 0.02%	5,243 $220,000
Q2 2022 Aug 11, 2022	SELL	$42.93 - $53.98 $6,096 - $7,665	-142 Reduced 2.64%	5,242 $232,000
Q1 2022 May 09, 2022	BUY	$49.15 - $56.85 $177,431 - $205,228	3,610 Added 203.49%	5,384 $287,000
Q4 2021 Feb 17, 2022	BUY	$51.87 - $56.86 $92,017 - $100,869	1,774 New	1,774 $200,000

1,182

167M

172K

20.7K

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