Number of Shares
2,472
Previous 1,272 94.34%
Holding current value
$6.67 Million
Previous $3.41 Million 95.78%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
N/A
1,200 Added 94.34%
2,472 $6.67 Million
Q1 2024

Jun 21, 2024

BUY
N/A
772 Added 154.4%
1,272 $8.55 Million
Q4 2023

Feb 12, 2024

BUY
N/A
500 New
500 $3.2 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.