Captrust Financial Advisors Fidelity Covington Tr Value Fa Transaction History

Captrust Financial Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 15, 2023	BUY	$40.66 - $46.74 $192,199 - $220,939	4,727 New	4,727 $207,000
Q2 2022 Aug 16, 2022	BUY	$42.13 - $51.24 $11,796 - $14,347	280 Added 9.43%	3,249 $140,000
Q1 2022 May 16, 2022	BUY	$47.49 - $52.96 $332 - $370	7 Added 0.24%	2,969 $151,000
Q4 2021 Feb 14, 2022	BUY	$47.86 - $52.38 $36,995 - $40,489	773 Added 35.31%	2,962 $154,000
Q3 2021 Nov 16, 2021	BUY	$47.36 - $50.42 $50,201 - $53,445	1,060 Added 93.89%	2,189 $104,000
Q2 2021 Aug 16, 2021	BUY	$45.24 - $48.4 $51,075 - $54,643	1,129 New	1,129 $54,000

121

11.8M

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