Captrust Financial Advisors First Tr Nasdaq Clean Edge Gre Transaction History

Captrust Financial Advisors

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 15, 2023	SELL	$45.71 - $60.26 $18,558 - $24,465	-406 Reduced 7.3%	5,158 $243,000
Q3 2022 Nov 16, 2022	BUY	N/A	207 Added 3.86%	5,564 $317,000
Q2 2022 Aug 23, 2022	SELL	N/A	-800 Reduced 12.99%	5,357 $280,000
Q2 2022 Aug 16, 2022	BUY	N/A	851 Added 16.04%	6,157 $321,000
Q1 2022 May 16, 2022	BUY	N/A	416 Added 8.51%	5,306 $343,000

Q4 2021 Feb 14, 2022	BUY	N/A	607 Added 14.17%	4,890 $332,000
Q3 2021 Nov 16, 2021	BUY	N/A	55 Added 1.3%	4,283 $268,000
Q2 2021 Aug 16, 2021	BUY	N/A	2,059 Added 94.93%	4,228 $293,000
Q1 2021 May 17, 2021	SELL	N/A	-165 Reduced 7.07%	2,169 $149,000
Q4 2020 Feb 16, 2021	BUY	N/A	1,212 Added 108.02%	2,334 $164,000
Q2 2020 Aug 14, 2020	BUY	N/A	1,122 New	1,122 $33,000

236

6.59M

45.5K

19.2K

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.