Capasso Planning Partners LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Capasso Planning Partners LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$24.32 - $24.81 $347,459 - $354,460	-14,287 Reduced 46.82%	16,226 $402,000
Q1 2025 Apr 23, 2025	SELL	$24.29 - $24.65 $221,719 - $225,005	-9,128 Reduced 23.03%	30,513 $751,000
Q4 2024 Feb 07, 2025	BUY	$24.31 - $49.53 $244,364 - $497,875	10,052 Added 33.97%	39,641 $966,000
Q3 2024 Dec 02, 2024	SELL	$48.09 - $49.69 $614,878 - $635,336	-12,786 Reduced 30.17%	29,589 $1.47 Million
Q2 2024 Dec 02, 2024	BUY	$47.73 - $48.35 $2.02 Million - $2.05 Million	42,375 New	42,375 $2.05 Million

125

7.37M

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