Shares

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

Feb 16, 2021

SELL
N/A
-507 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
N/A
507 New
507 $6,000
Q3 2019

Nov 14, 2019

SELL
N/A
-242 Closed
0 $0
Q2 2019

Aug 13, 2019

BUY
N/A
131 Added 118.02%
242 $5,000
Q1 2019

May 15, 2019

SELL
N/A
-139 Reduced 55.6%
111 $3,000
Q2 2018

Aug 13, 2018

BUY
N/A
250 New
250 $6,000
Q1 2018

May 15, 2018

SELL
N/A
-250 Closed
0 $0
Q3 2017

Nov 13, 2017

BUY
N/A
250
250 $6,000
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.