Cape Investment Advisory, Inc. First Tr ETF Viii Tcw Opportun Transaction History

Cape Investment Advisory, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$40.92 - $44.8 $29,380 - $32,166	-718 Reduced 74.64%	244 $10.9 Million
Q3 2023 Nov 06, 2023	SELL	$41.98 - $44.5 $1,217 - $1,290	-29 Reduced 2.93%	962 $40.5 Million
Q2 2023 Oct 12, 2023	SELL	$44.02 - $45.59 $49,038 - $50,787	-1,114 Reduced 52.92%	991 $43.8 Million
Q1 2023 Oct 12, 2023	BUY	$43.57 - $45.9 $91,714 - $96,619	2,105 New	2,105 $94.9 Million

353

101M

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