Cape Investment Advisory, Inc. PHINIA INC Transaction History

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 2024
Number of Shares
40
Previous 280 85.71%
Holding current value
$1.93 Million
Previous $12.9 Million 85.05%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
N/A
-240 Reduced 85.71%
40 $1.93 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-732 Reduced 72.33%
280 $12.9 Million
Q2 2024

Aug 14, 2024
SELL
N/A
-297 Reduced 22.69%
1,012 $39.8 Million
Q1 2024

Jun 21, 2024
BUY
N/A
9 Added 0.69%
1,309 $50.3 Million
Q4 2023

Feb 12, 2024
BUY
N/A
1,300 New
1,300 $39.4 Million
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