Captrust Financial Advisors Fidelity Covington Tr Msci Uti Transaction History

Captrust Financial Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 23, 2022	SELL	$41.6 - $49.41 $48,547 - $57,661	-1,167 Reduced 37.72%	1,927 $87,000
Q2 2022 Aug 16, 2022	SELL	$41.6 - $49.41 $399,776 - $474,830	-9,610 Reduced 75.65%	3,094 $140,000
Q1 2022 May 16, 2022	SELL	$41.94 - $47.96 $7,213 - $8,249	-172 Reduced 1.34%	12,704 $609,000
Q4 2021 Feb 14, 2022	BUY	$41.19 - $46.32 $453,131 - $509,566	11,001 Added 586.72%	12,876 $596,000
Q3 2021 Nov 16, 2021	BUY	$40.99 - $45.14 $737 - $812	18 Added 0.97%	1,875 $77,000
Q2 2021 Aug 16, 2021	BUY	$41.03 - $43.75 $71,802 - $76,562	1,750 Added 1635.51%	1,857 $76,000
Q1 2021 May 17, 2021	BUY	$37.95 - $41.59 $4,060 - $4,450	107 New	107 $4,000

208

12M

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