Number of Shares
20,075
Previous 15,776 27.25%
Holding current value
$508 Million
Previous $334 Million 52.02%
% of portfolio
0.21%
Previous 0.15%

Shares

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

Nov 14, 2024

BUY
N/A
4,299 Added 27.25%
20,075 $508 Million
Q2 2024

Aug 14, 2024

BUY
N/A
15,776 New
15,776 $334 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.