Number of Shares
8,279
Previous 7,929 4.41%
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
Q4 2024

Jan 22, 2025

BUY
N/A
350 Added 4.41%
8,279 $0
Q3 2024

Oct 17, 2024

BUY
N/A
332 Added 4.37%
7,929 $0
Q2 2024

Jul 24, 2024

BUY
N/A
374 Added 5.18%
7,597 $0
Q1 2024

Apr 16, 2024

BUY
N/A
133 Added 1.88%
7,223 $0
Q4 2023

Jan 09, 2024

SELL
N/A
-68 Reduced 0.95%
7,090 $0
Q3 2023

Oct 18, 2023

BUY
N/A
841 Added 13.31%
7,158 $0
Q2 2023

Aug 02, 2023

BUY
N/A
268 Added 4.43%
6,317 $0
Q1 2023

May 12, 2023

BUY
N/A
6,049 New
6,049 $0
Track This Portfolio

Track Capital Asset Advisory Services LLC Portfolio

Follow Capital Asset Advisory Services 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 Capital Asset Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Asset Advisory Services LLC with notifications on news.