Captrust Financial Advisors Spdr Ser Tr Spdr Portfolio Int Transaction History

Captrust Financial Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 16, 2022	BUY	$28.62 - $30.13 $1,373 - $1,446	48 Added 39.02%	171 $5,000
Q1 2022 May 16, 2022	SELL	$30.11 - $31.87 $23,425 - $24,794	-778 Reduced 86.35%	123 $4,000
Q4 2021 Feb 14, 2022	BUY	$31.85 - $32.4 $2,388 - $2,430	75 Added 9.08%	901 $29,000
Q3 2021 Nov 16, 2021	BUY	$32.26 - $32.83 $26,646 - $27,117	826 New	826 $27,000
Q4 2019 Feb 14, 2020	SELL	$30.86 - $31.54 $2,036 - $2,081	-66 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$30.88 - $31.32 $1,019 - $1,033	33 Added 100.0%	66 $2,000
Q3 2017 Feb 16, 2018	BUY	N/A	33	33 $2,000

338

197M

12.3K

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.