Number of Shares
1,670
Previous 2,438 31.5%
Holding current value
$54,000
Previous $75,000 28.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
N/A
-768 Reduced 31.5%
1,670 $54,000
Q2 2024

Aug 14, 2024

SELL
N/A
-4,412 Reduced 64.41%
2,438 $75,000
Q1 2024

May 14, 2024

BUY
N/A
1,787 Added 35.3%
6,850 $202,000
Q4 2023

Jan 30, 2024

BUY
N/A
5,063 New
5,063 $135,000
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC 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 Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

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