Capital Planning Advisors, LLC ISHARES GOLD TR Transaction History

Capital Planning Advisors, LLC

  • $622 Million
  • Q4 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 13, 2021
SELL
N/A
-25,472 Closed
0 $0
Q1 2021

Apr 30, 2021
SELL
N/A
-1,171 Reduced 4.4%
25,472 $414,000
Q4 2020

Feb 04, 2021
BUY
N/A
1,201 Added 4.72%
26,643 $483,000
Q3 2020

Nov 12, 2020
SELL
N/A
-291 Reduced 1.13%
25,442 $458,000
Q2 2020

Aug 06, 2020
BUY
N/A
680 Added 2.71%
25,733 $437,000
Q1 2020

May 11, 2020
BUY
N/A
139 Added 0.56%
25,053 $378,000
Q4 2019

Feb 03, 2020
SELL
N/A
-30 Reduced 0.12%
24,914 $361,000
Q3 2019

Nov 05, 2019
BUY
N/A
144 Added 0.58%
24,944 $352,000
Q2 2019

Aug 09, 2019
SELL
N/A
-8,000 Reduced 24.39%
24,800 $335,000
Q1 2019

May 14, 2019
BUY
N/A
15,600 Added 90.7%
32,800 $406,000
Q4 2018

Feb 13, 2019
BUY
N/A
17,200 New
17,200 $211,000
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