Number of Shares
313
Previous 321 2.49%
Holding current value
$296 Million
Previous $329 Million 9.97%
% of portfolio
0.12%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025

SELL
N/A
-8 Reduced 2.49%
313 $296 Million
Q4 2024

Feb 05, 2025

BUY
N/A
321 New
321 $329 Million
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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