Allworth Financial’s CalAtlantic Group, Inc. CAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $198K | Hold |
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|
2017
Q3 | $129K | Hold |
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|
2017
Q2 | $124K | Hold |
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|
2017
Q1 | $132K | Hold |
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|
2016
Q4 | $120K | Hold |
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|
2016
Q3 | $118K | Hold |
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|
2016
Q2 | $129K | Hold |
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|
2016
Q1 | $118K | Sell |
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|
2015
Q4 | $135K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $159K | Hold |
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|
2015
Q1 | $160K | Hold |
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|
2014
Q4 | $130K | Hold |
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|
2014
Q3 | $133K | Hold |
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|
2014
Q2 | $153K | Hold |
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|
2014
Q1 | $148K | Hold |
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|
2013
Q4 | $161K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $182K | Buy |
|