Avantax Advisory Services’s CAE Inc CAE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-12,007
| Closed | -$193K | – | 1379 |
|
2020
Q2 | $193K | Sell |
12,007
-6,597
| -35% | -$106K | 0.01% | 796 |
|
2020
Q1 | $235K | Buy |
18,604
+957
| +5% | +$12.1K | 0.01% | 666 |
|
2019
Q4 | $465K | Buy |
+17,647
| New | +$465K | 0.01% | 497 |
|
2019
Q3 | – | Sell |
-14,875
| Closed | -$400K | – | 574 |
|
2019
Q2 | $400K | Buy |
14,875
+1,818
| +14% | +$48.9K | 0.02% | 332 |
|
2019
Q1 | $289K | Buy |
13,057
+2,220
| +20% | +$49.1K | 0.02% | 364 |
|
2018
Q4 | $199K | Buy |
+10,837
| New | +$199K | 0.03% | 384 |
|