Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 16, 2022

SELL
N/A
-272 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
N/A
163 Added 149.54%
272 $25,000
Q3 2021

Nov 16, 2021

SELL
N/A
-150 Reduced 57.92%
109 $6,000
Q2 2021

Aug 16, 2021

SELL
N/A
-768 Reduced 74.78%
259 $18,000
Q1 2021

May 17, 2021

BUY
N/A
114 Added 12.49%
1,027 $71,000
Q4 2020

Feb 16, 2021

SELL
N/A
-16 Reduced 1.72%
913 $70,000
Q3 2020

Nov 17, 2020

BUY
N/A
542 Added 140.05%
929 $70,000
Q2 2020

Aug 14, 2020

BUY
N/A
387 New
387 $24,000
Q4 2019

Feb 14, 2020

SELL
N/A
-40 Closed
0 $0
Q3 2019

Nov 14, 2019

SELL
N/A
-40 Reduced 50.0%
40 $2,000
Q3 2018

Nov 15, 2018

BUY
N/A
80 New
80 $4,000
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Captrust Financial Advisors with notifications on news.