Capital Bancorp shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Capital Bancorp (CBNK) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Capital Bancorp
Tip: Access up to 7 years of quarterly data
All positions including Capital Bancorp held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Capital Bancorp by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $330k | 11k | 30.13 |
| 2025-06-30 | $386k | 11k | 35.53 |
| 2025-03-31 | $308k | 11k | 28.33 |
| 2024-12-31 | $306k | 11k | 28.50 |
| 2024-06-30 | $212k | 10k | 20.50 |
| 2024-03-31 | $215k | 10k | 20.83 |
| 2023-12-31 | $250k | 10k | 24.20 |
| 2023-09-30 | $198k | 10k | 19.13 |
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