Captrust Financial Advisors Ishares Agency Bond ETF Transaction History

Captrust Financial Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 23, 2022	SELL	$107.21 - $111.93 $46,100 - $48,129	-430 Reduced 37.52%	716 $79,000
Q2 2022 Aug 16, 2022	BUY	$107.21 - $111.93 $46,100 - $48,129	430 Added 60.06%	1,146 $126,000
Q4 2021 Feb 14, 2022	BUY	$117.17 - $118.58 $4,100 - $4,150	35 Added 5.14%	716 $84,000
Q3 2021 Nov 16, 2021	BUY	$118.21 - $119.37 $51,539 - $52,045	436 Added 177.96%	681 $81,000
Q2 2021 Aug 16, 2021	BUY	$117.83 - $118.68 $28,868 - $29,076	245 New	245 $29,000
Q2 2018 Aug 13, 2018	SELL	N/A	-42 Closed	0 $0
Q2 2017 Nov 13, 2017	BUY	N/A	42	42 $5,000

151

4.8M

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

Stay updated on Captrust Financial Advisors with notifications on news.