CAPITAL PLANNING ADVISORS, LLC – Transaction History
CAPITAL PLANNING ADVISORS, LLC portfolio value:
369,000
portfolio value
CAPITAL PLANNING ADVISORS, LLC quarter portfolio value change:
-8.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.99% | -1.3K shares | -77K | 11.70K | |
| Q2 2022 | share | 0.00% | 0 shares | -33K | 13.00K | ||
| Q1 2022 | share | Increase | +2.36% | 300 shares | 37K | 13.00K | |
| Q4 2021 | share | 0.00% | 0 shares | 17K | 12.70K | ||
| Q3 2021 | share | Decrease | -0.22% | -28 shares | -4K | 12.70K | |
| Q2 2021 | share | Increase | 0.00% | 12.73K shares | 429K | 12.73K |