Capital Asset Advisory Services LLC Wisdomtree Tr Currency Hedged Transaction History

Capital Asset Advisory Services LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 18, 2023	SELL	$30.29 - $32.0 $28,321 - $29,920	-935 Reduced 6.39%	13,689 $416,000
Q2 2023 Aug 02, 2023	SELL	$30.35 - $32.18 $50,168 - $53,193	-1,653 Reduced 10.16%	14,624 $457,000
Q1 2023 May 12, 2023	SELL	$29.44 - $31.6 $51,873 - $55,679	-1,762 Reduced 9.77%	16,277 $503,000
Q4 2022 Mar 08, 2023	BUY	$26.1 - $30.04 $470,817 - $541,891	18,039 New	18,039 $527,000
Q1 2021 May 13, 2021	SELL	$27.91 - $29.92 $19,927 - $21,362	-714 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$28.03 - $30.88 $20,013 - $22,048	714 New	714 $22,000

6.06M

Get notified when there are updates to the investment portfolio of Capital Asset Advisory Services LLC, based on Form 13F filings with the SEC.

Stay updated on Capital Asset Advisory Services LLC with notifications on news.