CAPTRUST Financial Advisors
CSR

CAPTRUST Financial Advisors’s Centerspace CSR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio CSR Stock Details CSR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,780
Closed -$250K – 2378
2024
Q4 		$250K Buy
3,780
+464
+14% +$30.7K ﹤0.01% 2015
2024
Q3 		$234K Buy
+3,316
New +$234K ﹤0.01% 2040