Mc Namara Financial Services, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Mc Namara Financial Services, Inc.

  • $498 Million
  • Q2 2025
Number of Shares
10,271
Previous 22,794 54.94%
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 25, 2025
SELL
N/A
-12,523 Reduced 54.94%
10,271 $0
Q1 2025

Apr 11, 2025
BUY
N/A
22,794 New
22,794 $0
Q3 2024

Oct 10, 2024
BUY
N/A
5,204 Added 43.8%
17,086 $0
Q2 2024

Aug 01, 2024
BUY
N/A
11,882 New
11,882 $0
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