Capital Planning Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Capital Planning Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 03, 2020	SELL	$54.12 - $59.69 $28,142 - $31,038	-520 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$53.6 - $57.42 $27,872 - $29,858	520 New	520 $29,000
Q4 2018 Feb 13, 2019	SELL	$43.7 - $54.95 $40,378 - $50,773	-924 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$52.87 - $56.02 $48,851 - $51,762	924 New	924 $204,000

1,410

341M

130K

26.6K

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

Stay updated on Capital Planning Advisors, LLC with notifications on news.