Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 16, 2021

SELL
N/A
-12,274 Closed
0 $0
Q1 2021

May 17, 2021

BUY
N/A
2,335 Added 23.49%
12,274 $950,000
Q4 2020

Feb 16, 2021

BUY
N/A
32 Added 0.32%
9,939 $624,000
Q3 2020

Nov 17, 2020

BUY
N/A
402 Added 4.23%
9,907 $492,000
Q2 2020

Aug 14, 2020

SELL
N/A
-12,978 Reduced 57.72%
9,505 $456,000
Q1 2020

May 15, 2020

SELL
N/A
-30,478 Reduced 57.55%
22,483 $1.1 Million
Q4 2019

Feb 14, 2020

BUY
N/A
4,690 Added 9.72%
52,961 $3.24 Million
Q3 2019

Nov 14, 2019

BUY
N/A
1,719 Added 3.69%
48,271 $2.63 Million
Q2 2019

Aug 13, 2019

BUY
N/A
8,588 Added 22.62%
46,552 $2.22 Million
Q1 2019

May 15, 2019

BUY
N/A
10,129 Added 36.39%
37,964 $1.84 Million
Q4 2018

Feb 13, 2019

BUY
N/A
863 Added 3.2%
27,835 $1.09 Million
Q3 2018

Nov 15, 2018

BUY
N/A
2,319 Added 9.41%
26,972 $1.29 Million
Q2 2018

Aug 13, 2018

BUY
N/A
871 Added 3.66%
24,653 $1.41 Million
Q1 2018

May 15, 2018

SELL
N/A
-1,502 Reduced 5.94%
23,782 $1.39 Million
Q4 2017

Feb 14, 2018

BUY
N/A
5,333 Added 26.73%
25,284 $1.07 Million
Q3 2017

Feb 16, 2018

SELL
N/A
-2,636 Reduced 11.67%
19,951 $990,000
Q3 2017

Nov 13, 2017

BUY
N/A
1,511 Added 7.17%
22,587 $763,000
Q2 2017

Nov 13, 2017

BUY
N/A
21,076
21,076 $829,000
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.