CAPTRUST Financial Advisors
SFRWW

CAPTRUST Financial Advisors’s Appreciate Holdings, Inc. Warrant SFRWW Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SFRWW Stock Details SFRWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$129 Sell
2023
Q2 		$540 Hold
2023
Q1 		$380 Buy
2022
Q4 		– Sell
2022
Q3 		$3K Hold
2022
Q2 		$2K Sell
2022
Q1 		$4K Hold
2021
Q4 		$10K Hold
2021
Q3 		$14K Buy