CAAS
Capital Asset Advisory Services’s EnerSys ENS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-116
| Closed | -$10K | – | 905 |
|
2020
Q4 | $10K | Buy |
+116
| New | +$10K | ﹤0.01% | 1095 |
|
2017
Q1 | – | Sell |
-5,537
| Closed | -$432K | – | 97 |
|
2016
Q4 | $432K | Sell |
5,537
-2,000
| -27% | -$156K | 0.37% | 55 |
|
2016
Q3 | $521K | Sell |
7,537
-2,646
| -26% | -$183K | 0.69% | 28 |
|
2016
Q2 | $606K | Sell |
10,183
-4,103
| -29% | -$244K | 0.8% | 25 |
|
2016
Q1 | $796K | Buy |
14,286
+500
| +4% | +$27.9K | 0.87% | 28 |
|
2015
Q4 | $771K | Buy |
+13,786
| New | +$771K | 1.08% | 23 |
|