Capital Planning Advisors, LLC WORLD GOLD TR Transaction History

Capital Planning Advisors, LLC

  • $639 Million
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 10, 2022
SELL
N/A
-1,392,679 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
N/A
10,057 Added 0.73%
1,392,679 $25.3 Million
Q3 2021

Nov 09, 2021
BUY
N/A
14,218 Added 1.04%
1,382,622 $24.1 Million
Q2 2021

Aug 13, 2021
BUY
N/A
52,739 Added 4.01%
1,368,404 $24.1 Million
Q1 2021

Apr 30, 2021
BUY
N/A
60,088 Added 4.79%
1,315,665 $22.4 Million
Q4 2020

Feb 04, 2021
BUY
N/A
41,439 Added 3.41%
1,255,577 $23.8 Million
Q3 2020

Nov 12, 2020
BUY
N/A
57,456 Added 4.97%
1,214,138 $22.8 Million
Q2 2020

Aug 06, 2020
BUY
N/A
113,118 Added 10.84%
1,156,682 $20.5 Million
Q1 2020

May 11, 2020
SELL
N/A
-10,242 Reduced 0.97%
1,043,564 $16.4 Million
Q4 2019

Feb 03, 2020
SELL
N/A
-18,000 Reduced 1.68%
1,053,806 $16 Million
Q3 2019

Nov 05, 2019
BUY
N/A
45,063 Added 4.39%
1,071,806 $15.8 Million
Q2 2019

Aug 09, 2019
BUY
N/A
110,835 Added 12.1%
1,026,743 $14.5 Million
Q1 2019

May 14, 2019
BUY
N/A
915,908 New
915,908 $11.8 Million
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