CFA
CTRX
Capstone Financial Advisors’s CATAMARAN CORP COM STK (CDA) CTRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-20,746
| Closed | -$1.27M | – | 104 |
|
|
2015
Q2 | $1.27M | Hold |
20,746
| – | – | 0.49% | 16 |
|
|
2015
Q1 | $1.24M | Buy |
20,746
+3,726
| +22% | +$222K | 0.47% | 19 |
|
|
2014
Q4 | $881K | Hold |
17,020
| – | – | 0.27% | 29 |
|
|
2014
Q3 | $717K | Buy |
17,020
+150
| +0.9% | +$6.32K | 0.44% | 23 |
|
|
2014
Q2 | $745K | Hold |
16,870
| – | – | 0.52% | 19 |
|
|
2014
Q1 | $755K | Buy |
16,870
+4,246
| +34% | +$190K | 0.46% | 19 |
|
|
2013
Q4 | $599K | Buy |
+12,624
| New | +$599K | 0.39% | 25 |
|