Cape Investment Advisory, Inc. INVESTMENT MANAGERS SER TR I Transaction History

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025
Number of Shares
104
Previous 237 56.12%
Holding current value
$8.47 Million
Previous $15.5 Million 45.49%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
SELL
N/A
-133 Reduced 56.12%
104 $8.47 Million
Q1 2025

May 16, 2025
SELL
N/A
-173 Reduced 42.2%
237 $15.5 Million
Q4 2024

Feb 05, 2025
BUY
N/A
410 New
410 $29.7 Million
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