CAPITAL PLANNING LLC – Transaction History
CAPITAL PLANNING LLC portfolio value:
$14.46M
portfolio value
CAPITAL PLANNING LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.64% | 9.09K shares | -38K | $55.81 | 259.10K |
| Q2 2022 | share | Increase | +6.14% | 14.45K shares | -3.12M | $57.99 | 250.00K |
| Q1 2022 | share | Increase | +5.21% | 11.66K shares | -711K | $74.82 | 235.54K |
| Q4 2021 | share | Increase | +0.28% | 317 shares | 1.80M | $165.03 | 111.93K |
| Q3 2021 | share | Increase | +0.51% | 571 shares | 321K | $148.09 | 111.62K |
| Q2 2021 | share | Increase | +0.66% | 728 shares | 1.89M | $145.82 | 111.05K |
| Q1 2021 | share | Increase | +2.16% | 2.33K shares | 452K | $129.53 | 110.32K |
| Q4 2020 | share | Increase | 0.00% | 107.98K shares | 13.86M | $128.03 | 107.98K |