Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 16, 2021

SELL
N/A
-1,071 Closed
0 $0
Q3 2020

Nov 17, 2020

BUY
N/A
170 Added 18.87%
1,071 $53,000
Q2 2020

Aug 14, 2020

SELL
N/A
-767 Reduced 45.98%
901 $44,000
Q1 2020

May 15, 2020

SELL
N/A
-22,527 Reduced 93.11%
1,668 $53,000
Q4 2019

Feb 14, 2020

SELL
N/A
-16,724 Reduced 40.87%
24,195 $1.12 Million
Q3 2019

Nov 14, 2019

BUY
N/A
2,595 Added 6.77%
40,919 $1.79 Million
Q2 2019

Aug 13, 2019

BUY
N/A
8,050 Added 26.59%
38,324 $1.71 Million
Q1 2019

May 15, 2019

BUY
N/A
30,176 Added 30791.84%
30,274 $1.41 Million
Q3 2018

Nov 15, 2018

SELL
N/A
-200 Reduced 67.11%
98 $5,000
Q2 2018

Aug 13, 2018

BUY
N/A
19 Added 6.81%
298 $18,000
Q1 2018

May 15, 2018

BUY
N/A
96 Added 52.46%
279 $15,000
Q4 2017

Feb 14, 2018

BUY
N/A
183
183 $9,000
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.