Capital Asset Advisory Services LLC Spdr Portfolio S&P 500 Value E Transaction History

Capital Asset Advisory Services LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$48.51 - $52.86 $245,606 - $267,630	5,063 New	5,063 $267,000
Q3 2022 Nov 14, 2022	BUY	$34.49 - $40.43 $1,448 - $1,698	42 Added 76.36%	97 $3,000
Q2 2022 Aug 11, 2022	BUY	$35.93 - $42.52 $574 - $680	16 Added 41.03%	55 $2,000
Q1 2022 Apr 29, 2022	BUY	$39.54 - $42.64 $197 - $213	5 Added 14.71%	39 $2,000
Q4 2021 Feb 04, 2022	SELL	$39.14 - $42.04 $391 - $420	-10 Reduced 22.73%	34 $1,000
Q3 2021 Oct 14, 2021	SELL	$38.51 - $40.73 $1,001 - $1,058	-26 Reduced 37.14%	44 $2,000
Q2 2021 Aug 06, 2021	SELL	$38.15 - $40.6 $54,173 - $57,652	-1,420 Reduced 95.3%	70 $3,000
Q1 2021 May 13, 2021	BUY	$33.86 - $38.29 $9,413 - $10,644	278 Added 22.94%	1,490 $56,000
Q4 2019 Feb 12, 2020	BUY	$30.96 - $35.07 $37,523 - $42,504	1,212 New	1,212 $196,000

1,086

438M

316K

4.7K

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