Capital Investment Advisory Services, LLC Schwab Fundamental U S Large C Transaction History

Capital Investment Advisory Services, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 01, 2024	SELL	$53.46 - $62.11 $5,292 - $6,148	-99 Reduced 64.29%	55 $3,000
Q3 2023 Nov 02, 2023	BUY	$55.81 - $59.78 $55 - $59	1 Added 0.65%	154 $8,000
Q2 2023 Jul 28, 2023	BUY	$53.84 - $57.58 $53 - $57	1 Added 0.66%	153 $8,000
Q1 2023 Apr 21, 2023	BUY	$52.49 - $57.54 $52 - $57	1 Added 0.66%	152 $8,000
Q3 2022 Oct 26, 2022	BUY	$47.76 - $56.79 $47 - $56	1 Added 0.67%	151 $7,000
Q2 2022 Jul 22, 2022	BUY	$49.93 - $59.29 $49 - $59	1 Added 0.67%	150 $8,000
Q1 2022 May 03, 2022	BUY	$55.41 - $59.9 $55 - $59	1 Added 0.68%	149 $9,000
Q3 2021 Oct 28, 2021	SELL	$52.82 - $56.3 $2,588 - $2,758	-49 Reduced 24.87%	148 $8,000
Q2 2021 Jul 27, 2021	SELL	$52.09 - $56.08 $42,297 - $45,536	-812 Reduced 80.48%	197 $11,000
Q1 2021 May 05, 2021	BUY	$44.75 - $52.45 $45,152 - $52,922	1,009 New	1,009 $52,000

593

193M

Get notified when there are updates to the investment portfolio of Capital Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Capital Investment Advisory Services, LLC with notifications on news.