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
Qualcomm Inc
Q2 2021 Filed on Aug 13, 2021
101
N/A
Ross Stores Inc
Q2 2021 Filed on Aug 13, 2021
261
N/A
Schwab Us Large Cap Value ETF
Q2 2021 Filed on Aug 13, 2021
4,970
N/A
Schwab Us Mid Cap ETF
Q2 2021 Filed on Aug 13, 2021
1,848
N/A
Perkinelmer Inc
Q2 2021 Filed on Aug 13, 2021
57
N/A
Pepsico Inc.
Q2 2021 Filed on Aug 13, 2021
1,088
N/A
Parker Hannifin Corp
Q2 2021 Filed on Aug 13, 2021
465
N/A
Lincoln National Corp
Q2 2021 Filed on Aug 13, 2021
300
N/A
Lockheed Martin Corp
Q2 2021 Filed on Aug 13, 2021
100
N/A
Lowes Companies Inc.
Q2 2021 Filed on Aug 13, 2021
150
N/A
Mc Donalds Corp.
Q2 2021 Filed on Aug 13, 2021
207
N/A
Merck & Co. Inc.
Q2 2021 Filed on Aug 13, 2021
341
N/A
Microsoft Corp.
Q2 2021 Filed on Aug 13, 2021
6,344
N/A
Morgan Stanley
Q2 2021 Filed on Aug 13, 2021
1,545
N/A
Nike Inc Class B
Q2 2021 Filed on Aug 13, 2021
415
N/A
Omnicom Group Inc
Q2 2021 Filed on Aug 13, 2021
305
N/A
Ishares Global Timber
Q2 2021 Filed on Aug 13, 2021
200
N/A
Cousins Properties Inc.
Q2 2021 Filed on Aug 13, 2021
1,198
N/A
Walt Disney Co.
Q2 2021 Filed on Aug 13, 2021
2,171
N/A
Discover Finl Svcs
Q2 2021 Filed on Aug 13, 2021
540
N/A
Dollar General Corp
Q2 2021 Filed on Aug 13, 2021
109
N/A
Dover Corporation
Q2 2021 Filed on Aug 13, 2021
110
N/A
General Electric Co.
Q2 2021 Filed on Aug 13, 2021
3,800
N/A
Genuine Parts CO
Q2 2021 Filed on Aug 13, 2021
150
N/A
Caterpillar Tractor Co. S
Q2 2021 Filed on Aug 13, 2021
1,033
N/A
Corning Inc
Q2 2021 Filed on Aug 13, 2021
600
N/A
Copart Inc
Q2 2021 Filed on Aug 13, 2021
722
N/A
Coca Cola Co.
Q2 2021 Filed on Aug 13, 2021
959
N/A
Brookfield Asset Mgmt
Q2 2021 Filed on Aug 13, 2021
1,677
N/A
Brown & Brown Inc
Q2 2021 Filed on Aug 13, 2021
6,302
N/A
Buckeye Technologies Inc
Q2 2021 Filed on Aug 13, 2021
367
N/A
Cvs Corp.
Q2 2021 Filed on Aug 13, 2021
1,500
N/A
Chevron Corp
Q2 2021 Filed on Aug 13, 2021
225
N/A
Chubb Corp.
Q2 2021 Filed on Aug 13, 2021
227
N/A
Church & Dwight CO Inc
Q2 2021 Filed on Aug 13, 2021
725
N/A
Citigroup Inc.
Q2 2021 Filed on Aug 13, 2021
370
N/A
Gilead Sciences Inc
Q2 2021 Filed on Aug 13, 2021
1,000
N/A
Home Depot
Q2 2021 Filed on Aug 13, 2021
2,188
N/A
I Shares Cohen & Steers Reit
Q2 2021 Filed on Aug 13, 2021
326
N/A
I Shares Barcalys 1 3 Yr Bd Fd
Q2 2021 Filed on Aug 13, 2021
709
N/A
I Shares Msci Eafe Index
Q2 2021 Filed on Aug 13, 2021
231,464
N/A
I Shares Russell Midcap Value
Q2 2021 Filed on Aug 13, 2021
1,659
N/A
I Shares Russell Mid Cap Growth
Q2 2021 Filed on Aug 13, 2021
21,307
N/A
I Shares S&P Mid Cap 400 Index
Q2 2021 Filed on Aug 13, 2021
1,234
N/A
I Shares Russell 1000 Value
Q2 2021 Filed on Aug 13, 2021
37,680
N/A
I Shares S&P Mid Cap 400 Barra Growth
Q2 2021 Filed on Aug 13, 2021
327,124
N/A
I Shares Russell 1000 Growth
Q2 2021 Filed on Aug 13, 2021
21,894
N/A
I Shares Tr S&P 500 Value
Q2 2021 Filed on Aug 13, 2021
6,618
N/A
I Shares S&P 500 Growth
Q2 2021 Filed on Aug 13, 2021
1,491
N/A
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