Rockport Wealth LLC CAPITAL GROUP CORE BALANCED Transaction History

Rockport Wealth LLC

  • $375 Billion
  • Q3 2024
Number of Shares
8,994
Previous 138,349 93.5%
Holding current value
$279 Million
Previous $4.11 Billion 93.21%
% of portfolio
0.07%
Previous 1.74%

Shares

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

Nov 13, 2024
SELL
N/A
-129,355 Reduced 93.5%
8,994 $279 Million
Q2 2024

Aug 15, 2024
BUY
N/A
41,425 Added 42.74%
138,349 $4.11 Billion
Q1 2024

May 13, 2024
BUY
N/A
96,924 New
96,924 $2.82 Billion
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