CAPTRUST Financial Advisors
PD icon

CAPTRUST Financial Advisors’s PagerDuty PD Stock Holding History

CAPTRUST Financial Advisors’s Portfolio PD Stock Details PD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$117K Buy
+18,858
New +$163K ﹤0.01% 2789
2022
Q3 		– Sell
-489
Closed -$12K – 3445
2022
Q2 		$12K Sell
489
-14
-3% -$385 ﹤0.01% 3659
2022
Q1 		$17K Sell
503
-44
-8% -$1.42K ﹤0.01% 3496
2021
Q4 		$19K Buy
547
+48
+10% +$1.86K ﹤0.01% 3319
2021
Q3 		$21K Buy
499
+72
+17% +$3.05K ﹤0.01% 3135
2021
Q2 		$18K Buy
427
+217
+103% +$8.79K ﹤0.01% 3179
2021
Q1 		$8K Buy
+210
New +$9.59K ﹤0.01% 3549
2020
Q3 		– Sell
-100
Closed -$3K – 3179
2020
Q2 		$3K Buy
+100
New +$2.41K ﹤0.01% 2524
2019
Q4 		– Sell
-100
Closed -$3K – 1564
2019
Q3 		$3K Hold
100
– – ﹤0.01% 1749
2019
Q2 		$5K Buy
+100
New +$4.86K ﹤0.01% 1650

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