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
RSG
Republic Services, Inc.

Industrials
Q4 2021 Filed on Feb 22, 2022
175
$120.01 - $139.45 $21K - $24.4K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q4 2021 Filed on Feb 22, 2022
887
$47.29 - $48.28 $41.9K - $42.8K
CTRA
Coterra Energy Inc.

Energy
Q4 2021 Filed on Feb 22, 2022
800
$19.0 - $22.77 $15.2K - $18.2K
TLRY
Tilray Brands, Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
5
$7.03 - $13.03 $35.2 - $65.1
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2021 Filed on Feb 22, 2022
97
$141.52 - $154.35 $13.7K - $15K
IEF
Ishares Barclays

ETFs
Q4 2021 Filed on Feb 22, 2022
420
$113.55 - $116.36 $47.7K - $48.9K
EMB
Ishares Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
38
$106.57 - $110.92 $4.05K - $4.21K
EFG
Msci Eafe Growth ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
589
$105.06 - $113.44 $61.9K - $66.8K
Van Eck Vectors High
Q4 2021 Filed on Feb 22, 2022
29
N/A
Rite Aid Corp.
Q4 2021 Filed on Feb 22, 2022
75
N/A
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 22, 2022
1
N/A
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q4 2021 Filed on Feb 22, 2022
765
$29.38 - $38.34 $22.5K - $29.3K
Powershare Natl Amt Fre
Q4 2021 Filed on Feb 22, 2022
329
N/A
XYL
Xylem Inc.

Industrials
Q4 2021 Filed on Feb 22, 2022
150
$114.05 - $133.51 $17.1K - $20K
Discovery Holding Ser A
Q4 2021 Filed on Feb 22, 2022
700
N/A
INTU
Intuit Inc

Technology
Q4 2021 Filed on Feb 22, 2022
125
$525.35 - $694.66 $65.7K - $86.8K
METPRA
Metlife Inc Pfd Series A Float
Q3 2021 Filed on Nov 08, 2021
225
N/A
TRN
Trinity Industries Inc

Industrials
Q3 2021 Filed on Nov 08, 2021
373
$25.06 - $29.85 $9.35K - $11.1K
Travelers Companies Inc
Q3 2021 Filed on Nov 08, 2021
150
N/A
GAB
Gabelli Equity Trust Inc

Financial Services
Q3 2021 Filed on Nov 08, 2021
8,342
$6.52 - $7.07 $54.4K - $59K
RAD
Rite Aid Corp

Healthcare
Q3 2021 Filed on Nov 08, 2021
75
$13.63 - $18.81 $1.02K - $1.41K
CME
Cme Group Inc.

Financial Services
Q3 2021 Filed on Nov 08, 2021
115
$185.84 - $214.7 $21.4K - $24.7K
KR
Kroger CO

Consumer Defensive
Q3 2021 Filed on Nov 08, 2021
203
$37.41 - $47.31 $7.59K - $9.6K
WELL
Welltower Inc.

Real Estate
Q3 2021 Filed on Nov 08, 2021
90
$82.4 - $89.68 $7.42K - $8.07K
XLP
Consumer Staples Sector Spdr

ETFs
Q3 2021 Filed on Nov 08, 2021
231
N/A
CHGG
Chegg, Inc

Consumer Defensive
Q3 2021 Filed on Nov 08, 2021
108
$67.96 - $89.9 $7.34K - $9.71K
CPB
Campbell Soup CO

Consumer Defensive
Q3 2021 Filed on Nov 08, 2021
150
$40.43 - $46.08 $6.06K - $6.91K
ED
Consolidated Edison Inc

Utilities
Q3 2021 Filed on Nov 08, 2021
200
$72.16 - $78.25 $14.4K - $15.7K
I Shares Msci Eafe Small Cap
Q2 2021 Filed on Aug 13, 2021
101,044
N/A
I Shares Russell 2001
Q2 2021 Filed on Aug 13, 2021
149,139
N/A
Ishares Msci Val Idx Fd
Q2 2021 Filed on Aug 13, 2021
39
N/A
I Shares Us Technology Index
Q2 2021 Filed on Aug 13, 2021
3,464
N/A
I Shares S&P National Muni Bond
Q2 2021 Filed on Aug 13, 2021
86,514
N/A
I Shares Russell 3000 Index
Q2 2021 Filed on Aug 13, 2021
65,113
N/A
I Shares Msci Acwi Index
Q2 2021 Filed on Aug 13, 2021
3,636
N/A
I Shares S&P Midcap Value
Q2 2021 Filed on Aug 13, 2021
1,135
N/A
I Shares S&P Small Cap 600 Growth
Q2 2021 Filed on Aug 13, 2021
502
N/A
I Shares S&P Small Cap 600 Value
Q2 2021 Filed on Aug 13, 2021
748
N/A
Johnson & Johnson
Q2 2021 Filed on Aug 13, 2021
6,592
N/A
I Shares Core S&P Small Cap ETF
Q2 2021 Filed on Aug 13, 2021
440
N/A
I Shares S&P Short Term Muni Fund
Q2 2021 Filed on Aug 13, 2021
1,525
N/A
Schwab Us Large Cap Growth ETF
Q2 2021 Filed on Aug 13, 2021
3,081
N/A
Kimberly Clark Corp.
Q2 2021 Filed on Aug 13, 2021
17
N/A
Lilly Eli & Co.
Q2 2021 Filed on Aug 13, 2021
470
N/A
Altria Group
Q2 2021 Filed on Aug 13, 2021
1,520
N/A
Schwab Us Large Cap ETF
Q2 2021 Filed on Aug 13, 2021
2,117
N/A
Philip Morris Intl Inc
Q2 2021 Filed on Aug 13, 2021
125
N/A
Procter & Gamble Co.
Q2 2021 Filed on Aug 13, 2021
688
N/A
Progressive Corp Ohio
Q2 2021 Filed on Aug 13, 2021
211
N/A
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