Cap Wealth Advisors, LLC OSI OSHARE Transaction History

Cap Wealth Advisors, LLC

  • $892 Million
  • Q4 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2018

Feb 15, 2019
SELL
N/A
-68,729 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
24,495 Added 55.38%
68,729 $1.95 Million
Q2 2018

Aug 15, 2018
BUY
N/A
23,519 Added 113.54%
44,234 $1.2 Million
Q1 2018

May 14, 2018
BUY
N/A
20,715 New
20,715 $538,000
Track This Portfolio

Track Cap Wealth Advisors, LLC Portfolio

Follow Cap Wealth Advisors, LLC 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 Cap Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cap Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email