Capital Directions Investment Advisors, LLC Closed Holding Positions

Capital Directions Investment Advisors, LLC

  • $268 Million
  • Q4 2022
Stock Closed Quarter Shares Sold Price Range Trade History
CSX
Csx Corp

Industrials
Q3 2022 Filed on Nov 02, 2022
28,500
$26.64 - $34.48 $759K - $983K
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q3 2022 Filed on Nov 02, 2022
28,098
$25.83 - $25.92 $726K - $728K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q3 2022 Filed on Nov 02, 2022
5,232
$113.35 - $121.3 $593K - $635K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q3 2022 Filed on Nov 02, 2022
430
$48.68 - $52.54 $20.9K - $22.6K
VRSN
Verisign Inc

Technology
Q3 2022 Filed on Nov 02, 2022
134
$170.81 - $206.47 $22.9K - $27.7K
TRV
Travelers Companies, Inc.

Financial Services
Q3 2022 Filed on Nov 02, 2022
230
$150.6 - $174.11 $34.6K - $40K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q3 2022 Filed on Nov 02, 2022
695
$22.58 - $24.36 $15.7K - $16.9K
BAM
Brookfield Asset Management Inc.

Financial Services
Q3 2022 Filed on Nov 02, 2022
1,677
$9.97 - $51.52 $16.7K - $86.4K
META
Meta Platforms, Inc.

Communication Services
Q2 2022 Filed on Jul 26, 2022
224
$155.85 - $233.89 $34.9K - $52.4K
EPP
Ishares Inc

ETFs
Q2 2022 Filed on Jul 26, 2022
374
$40.54 - $50.24 $15.2K - $18.8K
Intrcontinentalexchange
Q2 2022 Filed on Jul 26, 2022
351
N/A
AGNC
Agnc Investment Corp.

Real Estate
Q2 2022 Filed on Jul 26, 2022
125
$10.03 - $13.17 $1.25K - $1.65K
DEO
Diageo PLC

Consumer Defensive
Q2 2022 Filed on Jul 26, 2022
54
$167.67 - $211.86 $9.05K - $11.4K
BCE
Bce Inc

Communication Services
Q2 2022 Filed on Jul 26, 2022
352
$47.52 - $59.02 $16.7K - $20.8K
Chubb Corp.
Q2 2022 Filed on Jul 26, 2022
37
N/A
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q2 2022 Filed on Jul 26, 2022
78
$144.34 - $178.7 $11.3K - $13.9K
NRG
Nrg Energy, Inc.

Utilities
Q2 2022 Filed on Jul 26, 2022
1
$35.9 - $46.85 $35.9 - $46.9
PAYX
Paychex Inc

Industrials
Q2 2022 Filed on Jul 26, 2022
76
$113.0 - $141.23 $8.59K - $10.7K
PG
Procter & Gamble CO

Consumer Defensive
Q2 2022 Filed on Jul 26, 2022
80
$132.36 - $163.65 $10.6K - $13.1K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q2 2022 Filed on Jul 26, 2022
72
$572.57 - $743.86 $41.2K - $53.6K
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
144
$90.7 - $106.19 $13.1K - $15.3K
BSX
Boston Scientific Corp

Healthcare
Q2 2022 Filed on Jul 26, 2022
60
$35.24 - $47.1 $2.11K - $2.83K
Chimera Investment Corp
Q2 2022 Filed on Jul 26, 2022
12
N/A
DLR
Digital Realty Trust, Inc.

Real Estate
Q2 2022 Filed on Jul 26, 2022
36
$124.57 - $152.67 $4.48K - $5.5K
ORCL
Oracle Corp

Technology
Q2 2022 Filed on Jul 26, 2022
70
$64.05 - $84.07 $4.48K - $5.88K
ONL
Orion Office Reit Inc.

Real Estate
Q2 2022 Filed on Jul 26, 2022
5
$10.96 - $14.31 $54.8 - $71.6
JRO
Nuveen Floating Rate Income Opportunity Fund

Financial Services
Q2 2022 Filed on Jul 26, 2022
250
$8.08 - $10.36 $2.02K - $2.59K
EFV
Msci Eafe Value ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
20
$43.33 - $50.78 $867 - $1.02K
NVS
Novartis Ag

Healthcare
Q2 2022 Filed on Jul 26, 2022
103
$80.52 - $93.75 $8.29K - $9.66K
Stonemor Partners
Q2 2022 Filed on Jul 26, 2022
200
N/A
National Grid Group Adrf
Q2 2022 Filed on Jul 26, 2022
210
N/A
Verisign Inc
Q2 2022 Filed on Jul 26, 2022
134
N/A
IT
Gartner Inc

Technology
Q2 2022 Filed on Jul 26, 2022
40
$224.07 - $310.01 $8.96K - $12.4K
O
Realty Income Corp

Real Estate
Q2 2022 Filed on Jul 26, 2022
53
$62.79 - $74.93 $3.33K - $3.97K
ZIMV
Zim Vie Inc.

Healthcare
Q2 2022 Filed on Jul 26, 2022
10
$16.01 - $27.99 $160 - $280
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2022 Filed on Jul 26, 2022
101
$102.23 - $133.85 $10.3K - $13.5K
TGT
Target Corp

Consumer Defensive
Q4 2021 Filed on Feb 22, 2022
287
$217.74 - $266.39 $62.5K - $76.5K
Dusa Pharmaceuticals Inc
Q4 2021 Filed on Feb 22, 2022
366
N/A
CDW
Cdw Corp

Technology
Q4 2021 Filed on Feb 22, 2022
175
$173.61 - $207.02 $30.4K - $36.2K
Invesco Bullet Shares 2021 Corp Bond
Q4 2021 Filed on Feb 22, 2022
36,276
N/A
VOE
Vanguard Mid Cap Value Index F

ETFs
Q4 2021 Filed on Feb 22, 2022
8
$140.47 - $150.69 $1.12K - $1.21K
Merck & Co. Inc.
Q4 2021 Filed on Feb 22, 2022
387
N/A
USB
Us Bancorp \De\

Financial Services
Q4 2021 Filed on Feb 22, 2022
363
$54.85 - $62.74 $19.9K - $22.8K
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Feb 22, 2022
120
$86.79 - $100.15 $10.4K - $12K
Ishares Tr
Q4 2021 Filed on Feb 22, 2022
40,670
N/A
DMLP
Dorchester Minerals, L.P.

Energy
Q4 2021 Filed on Feb 22, 2022
4,693
$17.37 - $20.62 $81.5K - $96.8K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
250
$122.0 - $138.86 $30.5K - $34.7K
MMM
3 M CO

Industrials
Q4 2021 Filed on Feb 22, 2022
80
$170.04 - $183.66 $13.6K - $14.7K
Streettracks Gold Trust
Q4 2021 Filed on Feb 22, 2022
76
N/A
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