Arete Wealth Advisors’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,955
| Closed | -$351K | – | 425 |
|
|
2018
Q3 | $351K | Sell |
7,955
-8,260
| -51% | -$364K | 0.08% | 239 |
|
|
2018
Q2 | $578K | Buy |
16,215
+1,365
| +9% | +$48.7K | 0.14% | 175 |
|
|
2018
Q1 | $503K | Sell |
14,850
-200
| -1% | -$6.77K | 0.17% | 163 |
|
|
2017
Q4 | $501K | Sell |
15,050
-1,900
| -11% | -$63.2K | 0.16% | 168 |
|
|
2017
Q3 | $566K | Sell |
16,950
-17
| -0.1% | -$568 | 0.23% | 141 |
|
|
2017
Q2 | $585K | Sell |
16,967
-441
| -3% | -$15.2K | 0.27% | 105 |
|
|
2017
Q1 | $552K | Buy |
17,408
+1,857
| +12% | +$58.9K | 0.24% | 92 |
|
|
2016
Q4 | $494K | Buy |
+15,551
| New | +$494K | 0.23% | 95 |
|