A detailed history of Castleview Partners, LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Castleview Partners, LLC holds 4,000 shares of JULZ stock, worth $155,560. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,000 -0.0%
Holding current value
$155,560
Previous $155,000 -0.0%
% of portfolio
0.11%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 26, 2023

SELL
$34.55 - $36.25 $125,381 - $131,551
-3,629 Reduced 47.57%
4,000 $138,000
Q1 2023

May 15, 2023

SELL
$31.64 - $33.66 $63,280 - $67,320
-2,000 Reduced 20.77%
7,629 $254,000
Q3 2022

Nov 10, 2022

BUY
N/A
2,743 Added 39.83%
9,629 $291,000
Q2 2022

Aug 17, 2022

SELL
N/A
-658,838 Reduced 98.97%
6,886 $0
Q2 2022

Aug 16, 2022

BUY
N/A
644,616 Added 3053.89%
665,724 $0
Q1 2022

May 16, 2022

SELL
N/A
-740,482 Reduced 97.23%
21,108 $713,000
Q4 2021

Feb 17, 2022

BUY
N/A
745,160 Added 4535.36%
761,590 $0
Q2 2021

Aug 17, 2021

BUY
N/A
16,430 New
16,430 $537,000

Others Institutions Holding JULZ

About LISTED FDS TR TRUESHARES STRUC


  • Ticker JULZ
  • Sector Technology
More about JULZ
Track This Portfolio

Track Castleview Partners, LLC Portfolio

Follow Castleview Partners, 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 Castleview Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castleview Partners, LLC with notifications on news.