Commonwealth Equity Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

Commonwealth Equity Services, LLC

  • $66 Billion
  • Q3 2024
Number of Shares
889,024
Previous 707,515 25.65%
Holding current value
$27.6 Million
Previous $21 Million 31.24%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
N/A
181,509 Added 25.65%
889,024 $27.6 Million
Q2 2024

Jul 31, 2024
SELL
N/A
-13,114 Reduced 1.82%
707,515 $21 Million
Q1 2024

Apr 29, 2024
BUY
N/A
569,828 Added 377.87%
720,629 $21 Million
Q4 2023

Feb 06, 2024
BUY
N/A
150,801 New
150,801 $4.12 Million
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