Number of Shares
105
Previous 1,932 94.57%
Holding current value
$1.47 Million
Previous $28.6 Million 94.86%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
N/A
-1,827 Reduced 94.57%
105 $1.47 Million
Q2 2024

Aug 14, 2024

SELL
N/A
-6,173 Reduced 76.16%
1,932 $28.6 Million
Q1 2024

Jun 21, 2024

BUY
N/A
3,056 Added 60.53%
8,105 $132 Million
Q4 2023

Feb 12, 2024

BUY
N/A
3,035 Added 150.7%
5,049 $84.8 Million
Q3 2023

Nov 06, 2023

BUY
N/A
2,014 New
2,014 $31.1 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.