Cape Investment Advisory, Inc. LISTED FD TR Transaction History

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 2024
Number of Shares
2,727
Previous 2,402 13.53%
Holding current value
$81.4 Million
Previous $69.6 Million 16.92%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 05, 2025
BUY
N/A
325 Added 13.53%
2,727 $81.4 Million
Q3 2024

Nov 14, 2024
BUY
N/A
1,603 Added 200.63%
2,402 $69.6 Million
Q2 2024

Aug 14, 2024
BUY
N/A
373 Added 87.56%
799 $22.7 Million
Q1 2024

Jun 21, 2024
BUY
N/A
426 New
426 $12 Million
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