Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 11, 2022

SELL
N/A
-4,885 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
N/A
573 Added 13.29%
4,885 $808,000
Q4 2021

Feb 04, 2022

BUY
N/A
200 Added 4.86%
4,312 $656,000
Q3 2021

Oct 14, 2021

BUY
N/A
85 Added 2.11%
4,112 $505,000
Q2 2021

Aug 06, 2021

BUY
N/A
454 Added 12.71%
4,027 $554,000
Q1 2021

May 13, 2021

BUY
N/A
3,573 New
3,573 $516,000
Q3 2020

Nov 18, 2020

SELL
N/A
-3,145 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
N/A
75 Added 2.44%
3,145 $306,000
Q1 2020

May 18, 2020

SELL
N/A
-272 Reduced 8.14%
3,070 $287,000
Q4 2019

Feb 13, 2020

BUY
N/A
3,342 New
3,342 $430,000
Track This Portfolio

Track Capital Asset Advisory Services LLC Portfolio

Follow Capital Asset Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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