Number of Shares
5
Previous 10 50.0%
Holding current value
$123,000
Previous $238,000 48.32%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
N/A
-5 Reduced 50.0%
5 $123,000
Q4 2023

Feb 01, 2024

BUY
N/A
10 New
10 $185,000
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc 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 Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.