Keystone Wealth Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

Keystone Wealth Services, LLC

  • $418 Million
  • Q3 2025
Number of Shares
40,350
Previous 30,000 34.5%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
10,350 Added 34.5%
40,350 $0
Q2 2025

Jul 09, 2025
SELL
N/A
-6,084 Reduced 16.86%
30,000 $0
Q1 2025

Apr 17, 2025
BUY
N/A
5,083 Added 16.4%
36,084 $0
Q4 2024

Feb 06, 2025
BUY
N/A
8,657 Added 38.74%
31,001 $0
Q3 2024

Oct 15, 2024
BUY
N/A
22,344 New
22,344 $0
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