Capital Asset Advisory Services LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Capital Asset Advisory Services LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$47.73 - $48.35 $48,016 - $48,640	-1,006 Reduced 12.18%	7,251 $350,000
Q1 2024 Apr 16, 2024	SELL	$48.03 - $48.53 $32,228 - $32,563	-671 Reduced 7.52%	8,257 $399,000
Q4 2023 Jan 09, 2024	SELL	$46.51 - $48.38 $95,578 - $99,420	-2,055 Reduced 18.71%	8,928 $431,000
Q3 2023 Oct 18, 2023	SELL	$46.87 - $47.5 $6,843 - $6,935	-146 Reduced 1.31%	10,983 $515,000
Q2 2023 Aug 02, 2023	SELL	$47.14 - $47.79 $11,690 - $11,851	-248 Reduced 2.18%	11,129 $526,000
Q1 2023 May 12, 2023	SELL	$46.68 - $47.8 $49,060 - $50,237	-1,051 Reduced 8.46%	11,377 $541,000
Q4 2022 Mar 08, 2023	BUY	$45.76 - $47.27 $568,705 - $587,471	12,428 New	12,428 $582,000

100

4.87M

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.