Cape Investment Advisory’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,000
| Closed | -$21.1K | – | 1231 |
|
|
2025
Q1 | $21.1K | Hold |
1,000
| – | – | 0.01% | 471 |
|
|
2024
Q4 | $18.1K | Hold |
1,000
| – | – | 0.01% | 491 |
|
|
2024
Q3 | $18.5K | Hold |
1,000
| – | – | 0.01% | 473 |
|
|
2024
Q2 | $15.6K | Hold |
1,000
| – | – | 0.01% | 457 |
|
|
2024
Q1 | $16.4K | Hold |
1,000
| – | – | 0.01% | 465 |
|
|
2023
Q4 | $14.3K | Hold |
1,000
| – | – | 0.01% | 594 |
|
|
2023
Q3 | $11.8K | Hold |
1,000
| – | – | 0.01% | 531 |
|
|
2023
Q2 | $15.4K | Hold |
1,000
| – | – | 0.01% | 479 |
|
|
2023
Q1 | $15.8K | Buy |
+1,000
| New | +$15.8K | 0.01% | 461 |
|