Capital Directions Investment Advisors, LLC Closed Holding Positions

Capital Directions Investment Advisors, LLC

  • $268 Million
  • Q4 2022
Stock Closed Quarter Shares Sold Price Range Trade History
BAX
Baxter International Inc

Healthcare
Q3 2018 Filed on Nov 14, 2018
715
$70.71 - $77.75 $50.6K - $55.6K
BMY
Bristol Myers Squibb CO

Healthcare
Q3 2018 Filed on Nov 14, 2018
1,150
$55.19 - $62.25 $63.5K - $71.6K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q3 2018 Filed on Nov 14, 2018
1,523
N/A
MBB
Ishares Tr

ETFs
Q3 2018 Filed on Nov 14, 2018
552
$103.02 - $104.34 $56.9K - $57.6K
NDAQ
Nasdaq, Inc.

Financial Services
Q3 2018 Filed on Nov 14, 2018
155
$85.8 - $96.74 $13.3K - $15K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2018 Filed on Nov 14, 2018
800
$60.76 - $73.81 $48.6K - $59K
WAT
Waters Corp

Healthcare
Q3 2018 Filed on Nov 14, 2018
68
$186.44 - $199.92 $12.7K - $13.6K
NUE
Nucor Corp

Basic Materials
Q3 2018 Filed on Nov 14, 2018
300
$61.11 - $67.98 $18.3K - $20.4K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q3 2018 Filed on Nov 14, 2018
88
N/A
PNW
Pinnacle West Capital Corp

Utilities
Q3 2018 Filed on Nov 14, 2018
1,600
$77.41 - $82.74 $124K - $132K
Perspecta Inc Com
Q3 2018 Filed on Nov 14, 2018
3
N/A
RDS-A
Shell PLC

Energy
Q3 2018 Filed on Nov 14, 2018
450
$52.67 - $59.49 $23.7K - $26.8K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q3 2018 Filed on Nov 14, 2018
200
N/A
Sun Trust Banks Inc.
Q3 2018 Filed on Nov 14, 2018
83
N/A
THG
Hanover Insurance Group, Inc.

Financial Services
Q3 2018 Filed on Nov 14, 2018
2,096
$115.28 - $130.49 $242K - $274K
MAR
Marriott International Inc

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
32
$120.16 - $133.42 $3.85K - $4.27K
DHR
Danaher Corp

Healthcare
Q3 2018 Filed on Nov 14, 2018
547
$98.13 - $108.9 $53.7K - $59.6K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
3,086
$106.42 - $119.38 $328K - $368K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
550
$30.17 - $51.79 $16.6K - $28.5K
Harris Corporation
Q3 2018 Filed on Nov 14, 2018
40
N/A
IBB
Ishares Biotechnology ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
156
N/A
IP
International Paper CO

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
1,300
$46.54 - $51.69 $60.5K - $67.2K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q3 2018 Filed on Nov 14, 2018
24
$57.11 - $62.15 $1.37K - $1.49K
SRE
Sempra Energy

Utilities
Q3 2018 Filed on Nov 14, 2018
200
$111.06 - $118.87 $22.2K - $23.8K
WFC
Wells Fargo & Company

Financial Services
Q3 2018 Filed on Nov 14, 2018
1,175
$52.56 - $59.19 $61.8K - $69.5K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q3 2018 Filed on Nov 14, 2018
39
$53.63 - $57.68 $2.09K - $2.25K
JBHT
Hunt J B Transport Services Inc

Industrials
Q3 2018 Filed on Nov 14, 2018
315
$117.08 - $127.44 $36.9K - $40.1K
KHC
Kraft Heinz CO

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
1,476
$55.04 - $64.48 $81.2K - $95.2K
Worldpay I N C
Q3 2018 Filed on Nov 14, 2018
155
N/A
Quality Care Propert
Q2 2018 Filed on Aug 14, 2018
100
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2018 Filed on Aug 14, 2018
225
$36.91 - $37.71 $8.3K - $8.48K
IHE
Ishares Tr

ETFs
Q2 2018 Filed on Aug 14, 2018
100
$140.48 - $156.38 $14K - $15.6K
Proshs Ultra Financials
Q2 2018 Filed on Aug 14, 2018
3,050
N/A
IOO
Ishares Tr Global 100 ETF

ETFs
Q2 2018 Filed on Aug 14, 2018
271
N/A
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q2 2018 Filed on Aug 14, 2018
100
$16.3 - $18.18 $1.63K - $1.82K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q2 2018 Filed on Aug 14, 2018
186
N/A
Ubs Ag Jersey 2040f
Q2 2018 Filed on Aug 14, 2018
1,500
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2018 Filed on Aug 14, 2018
12,664
N/A
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
Q2 2018 Filed on Aug 14, 2018
60
$19.93 - $20.85 $1.2K - $1.25K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q2 2018 Filed on Aug 14, 2018
5,729
$12.96 - $13.3 $74.2K - $76.2K
Proshs Ultrashort Lehman
Q2 2018 Filed on Aug 14, 2018
75
N/A
IEUS
Ishares Msci Europe Small Cap

ETFs
Q4 2017 Filed on Feb 15, 2018
58
N/A
Vanguard Crsp Us Mid Cap Value Inde ETF
Q4 2017 Filed on Feb 15, 2018
331
N/A
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q4 2017 Filed on Feb 15, 2018
282
$99.63 - $100.62 $28.1K - $28.4K
FV
First Trust Dorsey Wright Focu

ETFs
Q4 2017 Filed on Feb 15, 2018
1,878
N/A
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q3 2017 Filed on Nov 14, 2017
121
N/A
Market Vectors ETF
Q3 2017 Filed on Nov 14, 2017
191
N/A
XLV
Select Sector Spdr Fund Health

ETFs
Q3 2017 Filed on Nov 14, 2017
61
N/A
Powershares S&P
Q3 2017 Filed on Nov 14, 2017
500
N/A
Track This Portfolio

Track Capital Directions Investment Advisors, LLC Portfolio

Follow Capital Directions Investment Advisors, 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 Directions Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Directions Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email