AWS
CA
Aris Wealth Services’s CA, Inc. CA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $25K | Sell |
929
-926
| -50% | -$24.9K | 0.05% | 148 |
|
|
2015
Q2 | $54K | Sell |
1,855
-918
| -33% | -$26.7K | 0.05% | 203 |
|
|
2015
Q1 | $90K | Buy |
+2,773
| New | +$90K | 0.08% | 149 |
|
|
2014
Q2 | – | Sell |
-7,729
| Closed | -$239K | – | 105 |
|
|
2014
Q1 | $239K | Sell |
7,729
-1,120
| -13% | -$34.6K | 0.35% | 82 |
|
|
2013
Q4 | $298K | Buy |
8,849
+265
| +3% | +$8.92K | 0.5% | 71 |
|
|
2013
Q3 | $255K | Buy |
+8,584
| New | +$255K | 0.47% | 72 |
|