CAPITAL PLANNING ADVISORS, LLC – Transaction History
CAPITAL PLANNING ADVISORS, LLC portfolio value:
9.19M
portfolio value
CAPITAL PLANNING ADVISORS, LLC quarter portfolio value change:
-7.51%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.47% | -7.08K shares | -999K | 279.28K | |
| Q2 2022 | share | Decrease | -5.45% | -16.50K shares | -2.54M | 286.37K | |
| Q1 2022 | share | Increase | +0.05% | 158 shares | -1.73M | 302.88K | |
| Q4 2021 | share | Decrease | -1.49% | -4.58K shares | 77K | 302.72K | |
| Q3 2021 | share | Increase | +2.32% | 6.95K shares | 398K | 307.30K | |
| Q2 2021 | share | Increase | +2.21% | 6.50K shares | 1.11M | 300.34K | |
| Q1 2021 | share | Increase | +13.23% | 34.34K shares | 1.9M | 293.84K | |
| Q4 2020 | share | Increase | +3.67% | 9.19K shares | 1.50M | 259.50K | |
| Q3 2020 | share | Increase | +9.42% | 21.55K shares | 1.55M | 250.30K | |
| Q2 2020 | share | Increase | 0.00% | 228.75K shares | 7.91M | 228.75K |