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
I Shares Msci Emerging Markets Index
Q2 2021 Filed on Aug 13, 2021
72,003
N/A
Intel Corp.
Q2 2021 Filed on Aug 13, 2021
10,062
N/A
International Business Machines
Q2 2021 Filed on Aug 13, 2021
30
N/A
I Shares Dow Jones Total Market Index
Q2 2021 Filed on Aug 13, 2021
1,756
N/A
I Shares Core S&P Total U.S. ETF
Q2 2021 Filed on Aug 13, 2021
3,639
N/A
Ishares Tr Lehman Tips
Q2 2021 Filed on Aug 13, 2021
182
N/A
Ishares Trans Avg ETF
Q2 2021 Filed on Aug 13, 2021
80
N/A
I Shares S&P 500 Index
Q2 2021 Filed on Aug 13, 2021
4,991
N/A
I Shares Tr Lehman Bd Fd
Q2 2021 Filed on Aug 13, 2021
2,043
N/A
I Shares Russell 2000 Growth
Q2 2021 Filed on Aug 13, 2021
21,847
N/A
Schwab Ftse Dev International
Q2 2021 Filed on Aug 13, 2021
3,124
N/A
J.P.Morgan Chase & Co.
Q2 2021 Filed on Aug 13, 2021
307
N/A
Spdr S&P 600 Small Cap Value ETF
Q2 2021 Filed on Aug 13, 2021
294
N/A
Spdr S&P 500 Growth ETF
Q2 2021 Filed on Aug 13, 2021
1,299,663
N/A
Spdr S&P 500 Value ETF
Q2 2021 Filed on Aug 13, 2021
720
N/A
Dj Wilshire Reit ETF
Q2 2021 Filed on Aug 13, 2021
8,058
N/A
Spdr S&P 600 Small Cap
Q2 2021 Filed on Aug 13, 2021
472
N/A
Diamonds Trust Series I
Q2 2021 Filed on Aug 13, 2021
171
N/A
S & P Mid Cap 400 Dep Rcpts Mid Cap
Q2 2021 Filed on Aug 13, 2021
129
N/A
Salesforce Com
Q2 2021 Filed on Aug 13, 2021
403
N/A
Sector Spdr Indl Select
Q2 2021 Filed on Aug 13, 2021
795
N/A
Spdr Dj Small Cap Growth
Q2 2021 Filed on Aug 13, 2021
326,515
N/A
I Shares International Small
Q2 2021 Filed on Aug 13, 2021
1,668
N/A
Mastercard Inc Cl A Com
Q2 2021 Filed on Aug 13, 2021
32
N/A
Encana Corp Iam Commerci
Q2 2021 Filed on Aug 13, 2021
1,000
N/A
Paypal Holdings Inco
Q2 2021 Filed on Aug 13, 2021
205
N/A
Invesco S&P 500 Top 51
Q2 2021 Filed on Aug 13, 2021
517
N/A
S & P Global Inc
Q2 2021 Filed on Aug 13, 2021
115
N/A
S B A Communications
Q2 2021 Filed on Aug 13, 2021
236
N/A
Spdr Trust S&P 500 Index
Q2 2021 Filed on Aug 13, 2021
2,698
N/A
Spdr Spdr S&P China ETF
Q2 2021 Filed on Aug 13, 2021
117
N/A
Spdr Global Natural Resources ETF
Q2 2021 Filed on Aug 13, 2021
1,772
N/A
Spdr Dj Intl Real Estate ETF
Q2 2021 Filed on Aug 13, 2021
22,696
N/A
Sector Spdr Util Select
Q2 2021 Filed on Aug 13, 2021
240
N/A
Targa Resources Corp
Q2 2021 Filed on Aug 13, 2021
247
N/A
Eaton Corporation
Q2 2021 Filed on Aug 13, 2021
200
N/A
K L A Tencor Corp
Q2 2021 Filed on Aug 13, 2021
150
N/A
Medtronic Inc.
Q2 2021 Filed on Aug 13, 2021
165
N/A
Fid Ndq Comp Ec ETF Dv
Q2 2021 Filed on Aug 13, 2021
98
N/A
Phillips
Q2 2021 Filed on Aug 13, 2021
150
N/A
Schwab Us Broad Market ETF
Q2 2021 Filed on Aug 13, 2021
58
N/A
Schwab Emerging Markets Equity ETF
Q2 2021 Filed on Aug 13, 2021
400
N/A
Valero Energy Corp New
Q2 2021 Filed on Aug 13, 2021
170
N/A
Vanguard Mid Cap
Q2 2021 Filed on Aug 13, 2021
43
N/A
Wal Mart Stores Inc.
Q2 2021 Filed on Aug 13, 2021
49
N/A
Enbridge Inc
Q2 2021 Filed on Aug 13, 2021
300
N/A
Wisdomtree Smallcap Div
Q2 2021 Filed on Aug 13, 2021
2,656
N/A
Minnesota Mining & Mfg.
Q2 2021 Filed on Aug 13, 2021
80
N/A
Transunion
Q2 2021 Filed on Aug 13, 2021
381
N/A
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