Capital Asset Advisory Services LLC Ishares Core S&P U.S Growth Et Transaction History

Capital Asset Advisory Services LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$80.18 - $99.02 $1,443 - $1,782	18 Added 26.09%	87 $7,000
Q4 2021 Feb 04, 2022	SELL	$101.4 - $117.16 $4,157 - $4,803	-41 Reduced 37.27%	69 $8,000
Q3 2021 Oct 14, 2021	SELL	$101.41 - $109.45 $21,701 - $23,422	-214 Reduced 66.05%	110 $11,000
Q2 2021 Aug 06, 2021	SELL	$91.91 - $101.16 $3,952 - $4,349	-43 Reduced 11.72%	324 $33,000
Q1 2021 May 13, 2021	BUY	$85.7 - $93.77 $3,685 - $4,032	43 Added 13.27%	367 $33,000
Q2 2020 Aug 14, 2020	SELL	$54.68 - $72.85 $4,210 - $5,609	-77 Reduced 19.2%	324 $25,000
Q1 2020 May 18, 2020	SELL	$49.63 - $73.36 $113,851 - $168,287	-2,294 Reduced 85.12%	401 $26,000
Q4 2019 Feb 13, 2020	BUY	$61.11 - $67.92 $151,369 - $168,237	2,477 Added 1136.24%	2,695 $195,000
Q4 2019 Feb 12, 2020	BUY	$61.11 - $67.92 $13,321 - $14,806	218 New	218 $232,000

739

115M

6.3K

3.3K

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.