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
Cbre Group Inc	Q4 2019 Filed on Feb 05, 2020	391	N/A
NVO Novo Nordisk A S Healthcare	Q4 2019 Filed on Feb 05, 2020	170	$49.86 - $58.26 $8.48K - $9.9K
Alliancebernstein Hldg	Q4 2019 Filed on Feb 05, 2020	500	N/A
MPW Medical Properties Trust Inc Real Estate	Q3 2019 Filed on Nov 14, 2019	713	$17.33 - $19.58 $12.4K - $14K
Proshs Ultrashrt S&P	Q3 2019 Filed on Nov 14, 2019	4	N/A
CHTR Charter Communications, Inc. Communication Services	Q3 2019 Filed on Nov 14, 2019	25	$375.03 - $427.42 $9.38K - $10.7K
NAK Northern Dynasty Minerals LTD Basic Materials	Q3 2019 Filed on Nov 14, 2019	4,000	$0.46 - $0.92 $1.84K - $3.68K
Munienhanced Fund Inc	Q2 2019 Filed on Aug 14, 2019	416	N/A
Powershs Exch Trad Fd Tr	Q2 2019 Filed on Aug 14, 2019	1,750	N/A
EIS Ishares Inc Mcsi Israel ETF ETFs	Q2 2019 Filed on Aug 14, 2019	1,102	N/A
I Shares Russell 3000 Index	Q2 2019 Filed on Aug 14, 2019	62,156	N/A
SCHD Schwab Strategic Tr Us Dividen ETFs	Q2 2019 Filed on Aug 14, 2019	500	N/A
SH Proshares Short S&P500 New (De ETFs	Q2 2019 Filed on Aug 14, 2019	3,900	N/A
Credit Suisse Etn	Q2 2019 Filed on Aug 14, 2019	1	N/A
VDC Vanguard Consumer Staples ETF ETFs	Q2 2019 Filed on Aug 14, 2019	620	N/A
FISV Fiserv Inc Technology	Q1 2019 Filed on May 14, 2019	34	$70.11 - $88.28 $2.38K - $3K
EOG Eog Resources Inc Energy	Q1 2019 Filed on May 14, 2019	19	$86.26 - $101.05 $1.64K - $1.92K
Cigna Corp	Q1 2019 Filed on May 14, 2019	53	N/A
JD Jd.Com, Inc. Consumer Cyclical	Q1 2019 Filed on May 14, 2019	100	$20.35 - $30.15 $2.04K - $3.02K
CMF Ishares California Muni Bond E ETFs	Q1 2019 Filed on May 14, 2019	264	$58.26 - $59.59 $15.4K - $15.7K
Newfield Exploration	Q1 2019 Filed on May 14, 2019	600	N/A
IGOV Ishares 1 3 International Trea ETFs	Q1 2019 Filed on May 14, 2019	32	$48.21 - $49.3 $1.54K - $1.58K
FREL Fidelity Covington Tr Msci Rea ETFs	Q1 2019 Filed on May 14, 2019	611	$21.88 - $25.97 $13.4K - $15.9K
Schwab Hedged Equity	Q4 2018 Filed on Feb 15, 2019	5,049	N/A
Spongetech Delivery Sys	Q4 2018 Filed on Feb 15, 2019	5,000	N/A
Vanguard Health Care Fd	Q4 2018 Filed on Feb 15, 2019	217	N/A
Vanguard Total Intl Stk	Q4 2018 Filed on Feb 15, 2019	3,090	N/A
Vanguard Primecap Core	Q4 2018 Filed on Feb 15, 2019	6,438	N/A
Vanguard Primecap Fund	Q4 2018 Filed on Feb 15, 2019	155	N/A
Vanguard Long Term Bond	Q4 2018 Filed on Feb 15, 2019	1	N/A
Vanguard Small Cap Value	Q4 2018 Filed on Feb 15, 2019	4,246	N/A
T. Rowe Price Qm Us Small Cap Growth Equity Fund	Q4 2018 Filed on Feb 15, 2019	889	N/A
Pimco High Yield Fund	Q4 2018 Filed on Feb 15, 2019	10,113	N/A
Pimco Total Return Fund Cl A	Q4 2018 Filed on Feb 15, 2019	10,715	N/A
Nasdaq 100 Shares	Q4 2018 Filed on Feb 15, 2019	1,488	N/A
Vanguard Selected Value	Q4 2018 Filed on Feb 15, 2019	3,349	N/A
FXN First Tr Exchange Traded Fd Fi ETFs	Q4 2018 Filed on Feb 15, 2019	6,105	$10.71 - $18.18 $65.4K - $111K
Schwab Intl Index Fd Sel	Q4 2018 Filed on Feb 15, 2019	3,586	N/A
American Fd Balanced Fd	Q4 2018 Filed on Feb 15, 2019	5,631	N/A
Eaton Vance Floating	Q4 2018 Filed on Feb 15, 2019	5,365	N/A
Immunomedics Inc	Q4 2018 Filed on Feb 15, 2019	4	N/A
Lord Abbett Short	Q4 2018 Filed on Feb 15, 2019	1	N/A
Vanguard Tax Managed	Q4 2018 Filed on Feb 15, 2019	7,845	N/A
Vanguard Tax Managed	Q4 2018 Filed on Feb 15, 2019	3,834	N/A
Gen Elec Cap Corp	Q4 2018 Filed on Feb 15, 2019	15,000	N/A
Clearbridge Small Cap	Q4 2018 Filed on Feb 15, 2019	256	N/A
Bank Of America	Q4 2018 Filed on Feb 15, 2019	60,000	N/A
Banc Of Amer Fdg	Q4 2018 Filed on Feb 15, 2019	15,000	N/A
American Expres	Q4 2018 Filed on Feb 15, 2019	172,000	N/A
Lord Abbett Inflation	Q4 2018 Filed on Feb 15, 2019	3	N/A

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