Number of Shares
268,025
Previous 275,204 2.61%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
N/A
-7,179 Reduced 2.61%
268,025 $0
Q2 2024

Aug 13, 2024

SELL
N/A
-9,066 Reduced 3.19%
275,204 $0
Q1 2024

May 14, 2024

SELL
N/A
-6,851 Reduced 2.35%
284,270 $0
Q4 2023

Feb 13, 2024

SELL
N/A
-5,403 Reduced 1.82%
291,121 $0
Q3 2023

Nov 13, 2023

SELL
N/A
-1,558 Reduced 0.52%
296,524 $0
Q2 2023

Aug 11, 2023

BUY
N/A
1,672 Added 0.56%
298,082 $0
Q1 2023

May 15, 2023

BUY
N/A
296,410 New
296,410 $0
Track This Portfolio

Track Capital Group Private Client Services, Inc. Portfolio

Follow Capital Group Private Client Services, Inc. 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 Group Private Client Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Group Private Client Services, Inc. with notifications on news.