Neville Rodie & Shaw Inc CLEARBRIDGE VALUE TRUST FI Transaction History

Neville Rodie & Shaw Inc

  • $1.28 Billion
  • Q1 2025
Number of Shares
3,058
Previous 3,058 -0.0%
Holding current value
$358,000
Previous $361,000 0.83%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 06, 2025
BUY
N/A
227 Added 8.02%
3,058 $361,000
Q4 2023

Jan 02, 2024
BUY
N/A
264 Added 10.28%
2,831 $314,000
Q4 2022

Jan 03, 2023
BUY
N/A
161 Added 6.69%
2,567 $263,000
Q4 2021

Jan 05, 2022
BUY
N/A
329 Added 15.84%
2,406 $282,000
Q2 2021

Jul 06, 2021
BUY
N/A
5 Added 0.24%
2,077 $273,000
Q4 2020

Mar 04, 2021
BUY
N/A
2,072 New
2,072 $220,000
Track This Portfolio

Track Neville Rodie & Shaw Inc Portfolio

Follow Neville Rodie & Shaw 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 Neville Rodie & Shaw Inc, based on Form 13F filings with the SEC.

News

Stay updated on Neville Rodie & Shaw Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email