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
Conoco Phillips
Q2 2021 Filed on Aug 13, 2021
670
N/A
Direxion Shs Exch Trd Fd
Q2 2021 Filed on Aug 13, 2021
1,390
N/A
Direxion Daily S&P
Q2 2021 Filed on Aug 13, 2021
119
N/A
Dorchester Minerals LP
Q2 2021 Filed on Aug 13, 2021
4,693
N/A
Encompass Health Cor
Q2 2021 Filed on Aug 13, 2021
84
N/A
Evergreen Info Techn
Q2 2021 Filed on Aug 13, 2021
260
N/A
Exxon Mobil Corp.
Q2 2021 Filed on Aug 13, 2021
3,673
N/A
Ishares Ibnd Dec
Q2 2021 Filed on Aug 13, 2021
17,920
N/A
Invesco Bullet Shares 2026 Corp Bond
Q2 2021 Filed on Aug 13, 2021
21,835
N/A
I Shares Russell 2000 Value
Q2 2021 Filed on Aug 13, 2021
94,618
N/A
Invesco Bullet Shares 2021 Corp Bond
Q2 2021 Filed on Aug 13, 2021
40,213
N/A
Black Stone Minerals LP
Q2 2021 Filed on Aug 13, 2021
67,304
N/A
Invesco Bullet Shares 2025 Corp Bond
Q2 2021 Filed on Aug 13, 2021
26,714
N/A
Invesco Bullet Shares 2024 Corp Bond
Q2 2021 Filed on Aug 13, 2021
49,374
N/A
Invesco Bullet Shares 2023 Corp Bond
Q2 2021 Filed on Aug 13, 2021
54,259
N/A
Invesco Bullet Shares 2022 Corp Bond
Q2 2021 Filed on Aug 13, 2021
39,685
N/A
Abbvie Inc
Q2 2021 Filed on Aug 13, 2021
782
N/A
Alibaba Group Hldg
Q2 2021 Filed on Aug 13, 2021
135
N/A
Avago Technologies
Q2 2021 Filed on Aug 13, 2021
278
N/A
Ansys Inc
Q2 2021 Filed on Aug 13, 2021
80
N/A
Adobe Systems Inc
Q2 2021 Filed on Aug 13, 2021
23
N/A
Colgate Palmolive Co.
Q2 2021 Filed on Aug 13, 2021
230
N/A
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2021 Filed on May 17, 2021
17
$128.33 - $139.05 $2.18K - $2.36K
GIS
General Mills Inc

Consumer Defensive
Q1 2021 Filed on May 17, 2021
200
$54.37 - $62.49 $10.9K - $12.5K
GORO
Gold Resource Corp

Basic Materials
Q1 2021 Filed on May 17, 2021
20,000
$2.56 - $3.31 $51.2K - $66.2K
DAL
Delta Air Lines, Inc.

Industrials
Q1 2021 Filed on May 17, 2021
500
$37.82 - $50.99 $18.9K - $25.5K
Buckeye Technologies Inc
Q1 2021 Filed on May 17, 2021
367
N/A
Ihs Markit LTD
Q1 2021 Filed on May 17, 2021
351
N/A
TRU
Trans Union

Industrials
Q1 2021 Filed on May 17, 2021
381
$84.21 - $95.85 $32.1K - $36.5K
PRU
Prudential Financial Inc

Financial Services
Q1 2021 Filed on May 17, 2021
229
$76.4 - $93.87 $17.5K - $21.5K
WDC
Western Digital Corp

Technology
Q1 2021 Filed on May 17, 2021
700
$49.47 - $72.21 $34.6K - $50.5K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q1 2021 Filed on May 17, 2021
306
$69.26 - $84.95 $21.2K - $26K
TNA
Direxion Daily Small Cap Bull

ETFs
Q1 2021 Filed on May 17, 2021
2,201
$63.57 - $108.41 $140K - $239K
SCM
Stellus Capital Investment Corp

Financial Services
Q4 2020 Filed on Feb 10, 2021
111
$8.04 - $12.07 $892 - $1.34K
DVY
Ishares Tr

ETFs
Q4 2020 Filed on Feb 10, 2021
440
$81.33 - $97.54 $35.8K - $42.9K
JKHY
Henry Jack & Associates Inc

Technology
Q4 2020 Filed on Feb 10, 2021
113
$148.25 - $164.71 $16.8K - $18.6K
Invesco Bullet Shares 2020 Corp Bond
Q4 2020 Filed on Feb 10, 2021
6,799
N/A
Tyco Electronics LTD
Q4 2020 Filed on Feb 10, 2021
276
N/A
CBRE
Cbre Group, Inc.

Real Estate
Q4 2020 Filed on Feb 10, 2021
391
$43.92 - $66.75 $17.2K - $26.1K
Naked Brand Group Inc Com
Q4 2020 Filed on Feb 10, 2021
25
N/A
A O N PLC
Q4 2020 Filed on Feb 10, 2021
143
N/A
RLI
Rli Corp

Financial Services
Q4 2020 Filed on Feb 10, 2021
115
$82.68 - $108.5 $9.51K - $12.5K
General Electric Co.
Q3 2020 Filed on Nov 12, 2020
9,930
N/A
Caterpillar Tractor Co. S
Q3 2020 Filed on Nov 12, 2020
1,228
N/A
Gilead Sciences Inc
Q3 2020 Filed on Nov 12, 2020
1,000
N/A
GSK
Gsk PLC

Healthcare
Q3 2020 Filed on Nov 12, 2020
1,700
$38.11 - $42.99 $64.8K - $73.1K
EPD
Enterprise Products Partners L.P.

Energy
Q3 2020 Filed on Nov 12, 2020
3,720
$15.33 - $18.89 $57K - $70.3K
Intel Corp.
Q3 2020 Filed on Nov 12, 2020
7,998
N/A
I Shares S&P Midcap Value
Q3 2020 Filed on Nov 12, 2020
911
N/A
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