Personal Cfo Solutions, LLC Fidelity Covington Tr Msci Rea Transaction History

Personal Cfo Solutions, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 21, 2021	SELL	$24.48 - $27.88 $1.25 Million - $1.42 Million	-51,027 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$22.63 - $25.83 $12,899 - $14,723	-570 Reduced 1.1%	51,027 $1.3 Million
Q3 2020 Nov 02, 2020	SELL	$22.54 - $24.87 $785,519 - $866,719	-34,850 Reduced 40.31%	51,597 $1,000
Q2 2020 Aug 03, 2020	BUY	$19.2 - $25.77 $131,116 - $175,983	6,829 Added 8.58%	86,447 $2.02 Million
Q1 2020 Apr 30, 2020	BUY	$16.9 - $29.89 $1.35 Million - $2.38 Million	79,618 New	79,618 $1.66 Million

211

14.7M

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

Stay updated on Personal Cfo Solutions, LLC with notifications on news.