CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Amalgamated Financial AMAL Stock Holding History

CAPTRUST Financial Advisors’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-43
Closed -$1K – 4365
2020
Q4 		$1K Buy
+43
New +$1K ﹤0.01% 3216