Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 14, 2020

SELL
N/A
-30 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
N/A
30 New
30 $3,000
Q2 2019

Aug 13, 2019

SELL
N/A
-1,543 Closed
0 $0
Q1 2019

May 15, 2019

BUY
N/A
812 Added 111.08%
1,543 $113,000
Q4 2018

Feb 13, 2019

SELL
N/A
-4 Reduced 0.54%
731 $49,000
Q3 2018

Nov 15, 2018

SELL
N/A
-24 Reduced 3.16%
735 $54,000
Q2 2018

Aug 13, 2018

BUY
N/A
28 Added 3.83%
759 $61,000
Q1 2018

May 15, 2018

SELL
N/A
-53 Reduced 6.76%
731 $45,000
Q4 2017

Feb 14, 2018

BUY
N/A
784
784 $50,000
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.