Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 14, 2020

SELL
$26.37 - $28.38 $576,764 - $620,727
-21,872 Closed
0 $0
Q1 2020

Apr 30, 2020

BUY
$27.13 - $31.39 $593,387 - $686,562
21,872 New
21,872 $620,000
Q4 2019

Feb 26, 2020

SELL
$28.05 - $31.18 $665,065 - $739,277
-23,710 Closed
0 $0
Q3 2019

Nov 12, 2019

SELL
$28.96 - $29.55 $63,712 - $65,010
-2,200 Reduced 8.49%
23,710 $696,000
Q2 2019

Aug 02, 2019

BUY
N/A
25,910 New
25,910 $755,000
Q2 2018

Aug 13, 2018

SELL
N/A
-7,813 Closed
0 $0
Q1 2018

May 15, 2018

BUY
N/A
7,813 New
7,813 $0

Others Institutions Holding PTMC

About PACER FDS TR TRENDPILOT US MID


  • Ticker PTMC
  • Sector ETFs
  • Industry ETFs
More about PTMC
Track This Portfolio

Track Capital Wealth Planning, LLC Portfolio

Follow Capital Wealth Planning, 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 Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

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