Dakota Wealth Management CAPITAL GROUP CORE BALANCED Transaction History

Dakota Wealth Management

  • $4.2 Billion
  • Q1 2025
Number of Shares
24,845
Previous 25,060 0.86%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
N/A
-215 Reduced 0.86%
24,845 $0
Q4 2024

Jan 17, 2025
SELL
N/A
-3,063 Reduced 10.89%
25,060 $0
Q3 2024

Oct 23, 2024
SELL
N/A
-3,731 Reduced 11.71%
28,123 $0
Q2 2024

Jul 19, 2024
BUY
N/A
9,529 Added 42.68%
31,854 $0
Q1 2024

Apr 24, 2024
BUY
N/A
7,000 Added 45.68%
22,325 $0
Q4 2023

Jan 30, 2024
BUY
N/A
15,325 New
15,325 $0
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