Keystone Wealth Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

Keystone Wealth Services, LLC

  • $379 Million
  • Q2 2025
Number of Shares
30,000
Previous 36,084 16.86%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
N/A
-6,084 Reduced 16.86%
30,000 $0
Q1 2025

Apr 17, 2025
BUY
N/A
5,083 Added 16.4%
36,084 $0
Q4 2024

Feb 06, 2025
BUY
N/A
8,657 Added 38.74%
31,001 $0
Q3 2024

Oct 15, 2024
BUY
N/A
22,344 New
22,344 $0
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, 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 Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email