Number of Shares
11,098
Previous 10,469 6.01%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
N/A
629 Added 6.01%
11,098 $0
Q2 2024

Aug 09, 2024

SELL
N/A
-48 Reduced 0.46%
10,469 $0
Q1 2024

May 13, 2024

BUY
N/A
430 Added 4.26%
10,517 $0
Q4 2023

Feb 13, 2024

BUY
N/A
263 Added 2.68%
10,087 $0
Q3 2023

Nov 13, 2023

BUY
N/A
1,255 Added 14.65%
9,824 $0
Q2 2023

Aug 10, 2023

BUY
N/A
1,456 Added 20.47%
8,569 $0
Q1 2023

May 09, 2023

BUY
N/A
1,087 Added 18.04%
7,113 $0
Q4 2022

Feb 14, 2023

BUY
N/A
6,026 New
6,026 $0
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, 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 Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

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