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
Morgan Stanley	Q4 2018 Filed on Feb 15, 2019	5,000	N/A
Oppenheimer Intl Bond Fd	Q4 2018 Filed on Feb 15, 2019	1	N/A
Pepsico Inc	Q4 2018 Filed on Feb 15, 2019	60,000	N/A
Alcoa Inc	Q4 2018 Filed on Feb 15, 2019	20,000	N/A
Jpmorgan Chase	Q4 2018 Filed on Feb 15, 2019	50,000	N/A
Barclays Bk PLC	Q4 2018 Filed on Feb 15, 2019	25,000	N/A
Healthwarehouse.Com New	Q4 2018 Filed on Feb 15, 2019	1	N/A
Ford Motor CO	Q4 2018 Filed on Feb 15, 2019	15,000	N/A
Dws Eafe Equity Index Inst	Q4 2018 Filed on Feb 15, 2019	1,736	N/A
Dws Rreef Global Real Estate	Q4 2018 Filed on Feb 15, 2019	610	N/A
Cliffs Natural Res Inc	Q4 2018 Filed on Feb 15, 2019	24	N/A
Gen Elec Cap Corp	Q4 2018 Filed on Feb 15, 2019	50,000	N/A
Goldman Sachs	Q4 2018 Filed on Feb 15, 2019	20,000	N/A
Goldman Sachs	Q4 2018 Filed on Feb 15, 2019	20,000	N/A
Goldman Sachs G	Q4 2018 Filed on Feb 15, 2019	15,000	N/A
Boeing CO	Q4 2018 Filed on Feb 15, 2019	35,000	N/A
Prudential Short Term	Q4 2018 Filed on Feb 15, 2019	1	N/A
Tcw Emerging Markets	Q4 2018 Filed on Feb 15, 2019	2	N/A
Vanguard Growth Index Fund	Q4 2018 Filed on Feb 15, 2019	543	N/A
Vanguard Emerging Mkts	Q4 2018 Filed on Feb 15, 2019	564	N/A
Vanguard Capital	Q4 2018 Filed on Feb 15, 2019	307	N/A
Vanguard Global Equity	Q4 2018 Filed on Feb 15, 2019	4,050	N/A
Vanguard Interm Term	Q4 2018 Filed on Feb 15, 2019	1,640	N/A
Vanguard Inflation	Q4 2018 Filed on Feb 15, 2019	907	N/A
Vanguard Short Term	Q4 2018 Filed on Feb 15, 2019	9,811	N/A
Vanguard Inflation	Q4 2018 Filed on Feb 15, 2019	1,232	N/A
Vanguard F.I. Short Term Corp. Fund	Q4 2018 Filed on Feb 15, 2019	802	N/A
Vanguard Windsor Ii Fd	Q4 2018 Filed on Feb 15, 2019	744	N/A
Vanguard 500 Index Adm Shrs	Q4 2018 Filed on Feb 15, 2019	3,486	N/A
Vanguard Mid Cap Growth Index Inv	Q4 2018 Filed on Feb 15, 2019	1,296	N/A
At&T Inc Notes	Q4 2018 Filed on Feb 15, 2019	105,000	N/A
Touchstone Sands Capital	Q4 2018 Filed on Feb 15, 2019	106	N/A
Invesco Van Kampen Amer	Q4 2018 Filed on Feb 15, 2019	802	N/A
Vanguard Total Stock Mkt	Q4 2018 Filed on Feb 15, 2019	3,889	N/A
BIP Brookfield Infrastructure Partners L.P. Utilities	Q4 2018 Filed on Feb 15, 2019	150	$19.36 - $24.04 $2.9K - $3.61K
Vanguard Small Cap Index	Q4 2018 Filed on Feb 15, 2019	1,249	N/A
SLV I Shares Silver Trust ETFs	Q4 2018 Filed on Feb 15, 2019	500	$13.15 - $14.52 $6.58K - $7.26K
Vanguard Growth Index Fund	Q4 2018 Filed on Feb 15, 2019	6,805	N/A
Vericimetry Us Sm Cap	Q4 2018 Filed on Feb 15, 2019	10,523	N/A
BAC Bank Of America Corp Financial Services	Q3 2018 Filed on Nov 14, 2018	282	$27.78 - $31.8 $7.83K - $8.97K
BA Boeing CO Industrials	Q3 2018 Filed on Nov 14, 2018	54	$331.76 - $372.23 $17.9K - $20.1K
HYG Ishares Tr ETFs	Q3 2018 Filed on Nov 14, 2018	96	$84.78 - $86.44 $8.14K - $8.3K
AXP American Express CO Financial Services	Q3 2018 Filed on Nov 14, 2018	337	$97.84 - $111.11 $33K - $37.4K
AWK American Water Works Company, Inc. Utilities	Q3 2018 Filed on Nov 14, 2018	285	$85.28 - $89.5 $24.3K - $25.5K
AMZN Amazon Com Inc Consumer Cyclical	Q3 2018 Filed on Nov 14, 2018	55	$84.7 - $101.98 $4.66K - $5.61K
IGE Ishares Tr North Amern Nat Res ETFs	Q3 2018 Filed on Nov 14, 2018	29,891	N/A
AMGN Amgen Inc Healthcare	Q3 2018 Filed on Nov 14, 2018	250	$185.29 - $208.89 $46.3K - $52.2K
ALK Alaska Air Group, Inc. Industrials	Q3 2018 Filed on Nov 14, 2018	524	$59.01 - $70.08 $30.9K - $36.7K
AAPL Apple Inc. Technology	Q3 2018 Filed on Nov 14, 2018	665	$45.98 - $57.09 $30.6K - $38K
EMN Eastman Chemical CO Basic Materials	Q3 2018 Filed on Nov 14, 2018	28	$95.72 - $103.62 $2.68K - $2.9K

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Directions Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Directions Investment Advisors, LLC with notifications on news.