CPA
LOAN

Capital Planning Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

Capital Planning Advisors’s Portfolio LOAN Stock Details LOAN Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
2020
Q2 		$171K Sell
2020
Q1 		$176K Buy
2019
Q4 		$75K Buy
2019
Q3 		$72K Sell
2019
Q2 		$73K Buy
2019
Q1 		$54K Sell
2018
Q4 		$229K Sell
2018
Q3 		$233K Buy
2018
Q2 		$193K Buy