Personal Cfo Solutions, LLC Innovator U.S. Equity Power Bu Transaction History

Personal Cfo Solutions, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	N/A	25,965 New	25,965 $0
Q1 2023 May 09, 2023	SELL	N/A	-2,193 Reduced 20.68%	8,412 $0
Q4 2022 Feb 14, 2023	BUY	N/A	10,605 New	10,605 $0
Q1 2021 Apr 21, 2021	SELL	N/A	-611,045 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	N/A	611,045 New	611,045 $0
Q3 2020 Nov 02, 2020	SELL	N/A	-23,650 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	N/A	15,157 Added 178.46%	23,650 $627,000
Q1 2020 Apr 30, 2020	SELL	N/A	-491,120 Reduced 98.3%	8,493 $202,000
Q4 2019 Feb 13, 2020	BUY	N/A	499,613 New	499,613 $13.4 Million

174

17.7M

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

Stay updated on Personal Cfo Solutions, LLC with notifications on news.