Capstone Wealth Management Group, LLC Spdr Portfolio S&P 600 Small C Transaction History

Capstone Wealth Management Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 25, 2023	SELL	$34.79 - $39.85 $76,816 - $87,988	-2,208 Reduced 12.66%	15,229 $0
Q3 2022 Nov 10, 2022	BUY	$33.99 - $41.52 $19,442 - $23,749	572 Added 3.39%	17,437 $594,000
Q2 2022 Aug 12, 2022	BUY	$34.83 - $42.53 $45,244 - $55,246	1,299 Added 8.35%	16,865 $607,000
Q1 2022 Apr 12, 2022	BUY	$39.91 - $45.5 $8,341 - $9,509	209 Added 1.36%	15,566 $655,000
Q4 2021 Apr 12, 2022	BUY	$42.23 - $46.94 $648,526 - $720,857	15,357 New	15,357 $686,000

844

191M

62.3K

1.4K

Get notified when there are updates to the investment portfolio of Capstone Wealth Management Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Capstone Wealth Management Group, LLC with notifications on news.