A detailed history of Capital Analysts, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Capital Analysts, LLC holds 8,242 shares of BSJR stock, worth $184,455. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,242
Previous 3,916 110.47%
Holding current value
$184,455
Previous $86,000 117.44%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$22.08 - $22.75 $95,518 - $98,416
4,326 Added 110.47%
8,242 $187,000
Q2 2024

Aug 14, 2024

BUY
$21.86 - $22.26 $480 - $489
22 Added 0.56%
3,916 $86,000
Q1 2024

May 14, 2024

SELL
$22.13 - $22.46 $5,665 - $5,749
-256 Reduced 6.17%
3,894 $87,000
Q4 2023

Jan 30, 2024

BUY
$21.0 - $22.49 $15,036 - $16,102
716 Added 20.85%
4,150 $93,000
Q3 2023

Nov 13, 2023

BUY
$21.3 - $21.91 $32,951 - $33,894
1,547 Added 81.98%
3,434 $74,000
Q2 2023

Aug 11, 2023

BUY
$21.25 - $21.92 $40,098 - $41,363
1,887 New
1,887 $41,000

Others Institutions Holding BSJR

About INVESCO INDX TR


  • Ticker BSJR
  • Sector ETFs
  • Industry ETFs
More about BSJR
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, 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 Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.