Cape Investment Advisory, Inc. Ishares Tr Russell 1000 ETF Transaction History

Cape Investment Advisory, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$225.16 - $263.17 $304,866 - $356,332	-1,354 Reduced 98.9%	15 $3.93 Million
Q3 2023 Nov 06, 2023	SELL	$234.05 - $252.17 $234 - $252	-1 Reduced 0.07%	1,369 $322 Million
Q2 2023 Oct 12, 2023	SELL	$221.85 - $243.74 $8,208 - $9,018	-37 Reduced 2.63%	1,370 $334 Million
Q1 2023 Oct 12, 2023	BUY	$208.78 - $230.55 $293,753 - $324,383	1,407 New	1,407 $317 Million

1,389

92.9M

221K

52.5K

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

Stay updated on Cape Investment Advisory, Inc. with notifications on news.