CAPASSO PLANNING PARTNERS LLC – Transaction History
CAPASSO PLANNING PARTNERS LLC portfolio value:
3.20M
portfolio value
CAPASSO PLANNING PARTNERS LLC quarter portfolio value change:
-11.72%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.68% | -476 shares | -451K | 69.78K | |
| Q2 2022 | share | Increase | +5.50% | 3.66K shares | -292K | 70.26K | |
| Q1 2022 | share | Increase | +15.26% | 8.82K shares | 289K | 66.6K | |
| Q4 2021 | share | Increase | 0.00% | 57.78K shares | 3.65M | 57.78K |