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 Us Technology Index
Q3 2020 Filed on Nov 12, 2020
1,366
N/A
I Shares Core S&P Small Cap ETF
Q3 2020 Filed on Nov 12, 2020
341
N/A
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q3 2020 Filed on Nov 12, 2020
3,000
$25.85 - $32.23 $77.6K - $96.7K
Citigroup Inc.
Q3 2020 Filed on Nov 12, 2020
670
N/A
Brown & Brown Inc
Q3 2020 Filed on Nov 12, 2020
6,690
N/A
UGI
Ugi Corp

Utilities
Q3 2020 Filed on Nov 12, 2020
382
$29.87 - $35.56 $11.4K - $13.6K
TWO
Two Harbors Investment Corp.

Real Estate
Q3 2020 Filed on Nov 12, 2020
125
$4.74 - $5.82 $593 - $728
Ishars Ibnd Sep 2020 Trm
Q3 2020 Filed on Nov 12, 2020
19,690
N/A
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q3 2020 Filed on Nov 12, 2020
9,500
$7.17 - $7.74 $68.1K - $73.5K
Ishares Us Aerospace
Q3 2020 Filed on Nov 12, 2020
21
N/A
Chevron Corp
Q3 2020 Filed on Nov 12, 2020
426
N/A
NTCO
Natura &Co Holding S.A.

Consumer Defensive
Q3 2020 Filed on Nov 12, 2020
16
$14.76 - $20.25 $236 - $324
PBA
Pembina Pipeline Corp

Energy
Q3 2020 Filed on Nov 12, 2020
425
$21.09 - $26.97 $8.96K - $11.5K
VT
Vanguard Total World Stk Index

ETFs
Q2 2020 Filed on Aug 13, 2020
1,923
$60.03 - $78.43 $115K - $151K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2020 Filed on Aug 13, 2020
500
$16.84 - $23.42 $8.42K - $11.7K
Rydex ETF Trust
Q2 2020 Filed on Aug 13, 2020
1,206
N/A
United Technologies Co.
Q2 2020 Filed on Aug 13, 2020
7,779
N/A
OEF
Ishares S&P 100 ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
1,000
$113.55 - $146.76 $114K - $147K
MKL
Markel Corp

Financial Services
Q2 2020 Filed on Aug 13, 2020
29
$790.45 - $1049.55 $22.9K - $30.4K
POOL
Pool Corp

Industrials
Q2 2020 Filed on Aug 13, 2020
152
$178.27 - $271.87 $27.1K - $41.3K
MCO
Moodys Corp

Financial Services
Q2 2020 Filed on Aug 13, 2020
188
$197.55 - $282.58 $37.1K - $53.1K
XEL
Xcel Energy Inc

Utilities
Q2 2020 Filed on Aug 13, 2020
237
$57.86 - $67.15 $13.7K - $15.9K
ITA
Ishares Tr

ETFs
Q2 2020 Filed on Aug 13, 2020
21
$67.92 - $96.92 $1.43K - $2.04K
PRI
Primerica, Inc.

Financial Services
Q2 2020 Filed on Aug 13, 2020
316
$80.69 - $130.04 $25.5K - $41.1K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2020 Filed on Aug 13, 2020
464
$42.51 - $59.23 $19.7K - $27.5K
CHCO
City Holding CO

Financial Services
Q2 2020 Filed on Aug 13, 2020
200
$55.18 - $71.19 $11K - $14.2K
CE
Celanese Corp

Basic Materials
Q2 2020 Filed on Aug 13, 2020
278
$67.1 - $98.73 $18.7K - $27.4K
Brookfield Infrastruct
Q2 2020 Filed on Aug 13, 2020
16
N/A
AB
Alliancebernstein Holding L.P.

Financial Services
Q1 2020 Filed on May 11, 2020
500
$14.66 - $35.82 $7.33K - $17.9K
Senior Housing Pptys Tr
Q1 2020 Filed on May 11, 2020
1,500
N/A
SLB
Schlumberger Limited

Energy
Q1 2020 Filed on May 11, 2020
400
$12.05 - $40.82 $4.82K - $16.3K
SCHW
Schwab Charles Corp

Financial Services
Q1 2020 Filed on May 11, 2020
400
$28.43 - $49.0 $11.4K - $19.6K
Noble Energy Inc
Q1 2020 Filed on May 11, 2020
800
N/A
REG
Regency Centers Corp

Real Estate
Q1 2020 Filed on May 11, 2020
810
$34.88 - $64.24 $28.3K - $52K
Tc Pipelines LP Ut Com LTD Prt
Q1 2020 Filed on May 11, 2020
750
N/A
STOR
Store Capital Corp

Real Estate
Q1 2020 Filed on May 11, 2020
1,000
$15.26 - $40.05 $15.3K - $40.1K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q1 2020 Filed on May 11, 2020
3,930
$30.12 - $53.58 $118K - $211K
WY
Weyerhaeuser CO

Real Estate
Q1 2020 Filed on May 11, 2020
200
$13.47 - $31.3 $2.69K - $6.26K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q1 2020 Filed on May 11, 2020
168
$18.78 - $74.98 $3.16K - $12.6K
SU
Suncor Energy Inc

Energy
Q1 2020 Filed on May 11, 2020
923
$10.45 - $34.48 $9.65K - $31.8K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q1 2020 Filed on May 11, 2020
1,000
$8.05 - $15.03 $8.05K - $15K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2020 Filed on May 11, 2020
1,000
$27.78 - $65.08 $27.8K - $65.1K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2019 Filed on Feb 05, 2020
300
$53.21 - $54.14 $16K - $16.2K
CCL
Carnival Corp

Consumer Cyclical
Q4 2019 Filed on Feb 05, 2020
300
$40.13 - $51.33 $12K - $15.4K
Blackrock Ehncd Div Incm
Q4 2019 Filed on Feb 05, 2020
9,500
N/A
Global X Mlp ETF
Q4 2019 Filed on Feb 05, 2020
2,615
N/A
A O N PLC
Q4 2019 Filed on Feb 05, 2020
143
N/A
Xcel Energy Inc Com
Q4 2019 Filed on Feb 05, 2020
237
N/A
Sny
Q4 2019 Filed on Feb 05, 2020
150
N/A
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