Capital Analysts, LLC First Trust Multi Asset Divers Transaction History

Capital Analysts, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	BUY	$14.9 - $17.0 $12,843 - $14,654	862 New	862 $13,000
Q4 2020 Feb 16, 2021	SELL	$13.45 - $15.4 $8,460 - $9,686	-629 Closed	0 $0
Q1 2020 May 08, 2020	SELL	$9.69 - $19.03 $1,627 - $3,197	-168 Reduced 21.08%	629 $7,000
Q1 2018 May 14, 2018	SELL	$17.61 - $19.42 $22,593 - $24,915	-1,283 Reduced 61.68%	797 $14,000
Q4 2017 Feb 14, 2018	SELL	$18.68 - $19.32 $13,804 - $14,277	-739 Reduced 26.21%	2,080 $40,000
Q4 2017 Feb 12, 2018	SELL	$18.68 - $19.32 $90,131 - $93,219	-4,825 Reduced 63.12%	2,819 $80,000
Q3 2017 Nov 06, 2017	BUY	$19.18 - $19.2 $146,611 - $146,764	7,644	7,644 $147,000

113

11.1M

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

Stay updated on Capital Analysts, LLC with notifications on news.