Avantax Planning Partners’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 |
-894
| Closed | -$39K | – | 1463 |
|
|
2018
Q3 | $39K | Buy |
+894
| New | +$39K | ﹤0.01% | 545 |
|
|
2018
Q2 | – | Sell |
-6,611
| Closed | -$224K | – | 1858 |
|
|
2018
Q1 | $224K | Sell |
6,611
-486
| -7% | -$16.5K | 0.02% | 277 |
|
|
2017
Q4 | $236K | Sell |
7,097
-380
| -5% | -$12.6K | 0.02% | 270 |
|
|
2017
Q3 | $250K | Sell |
7,477
-54
| -0.7% | -$1.81K | 0.02% | 321 |
|
|
2017
Q2 | $260K | Buy |
7,531
+176
| +2% | +$6.08K | 0.02% | 279 |
|
|
2017
Q1 | $233K | Hold |
7,355
| – | – | 0.02% | 289 |
|
|
2016
Q4 | $234K | Buy |
+7,355
| New | +$234K | 0.03% | 270 |
|