CAPTRUST Financial Advisors’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 |
-15,590
| Closed | -$688K | – | 1759 |
|
|
2018
Q3 | $688K | Buy |
15,590
+11,132
| +250% | +$491K | 0.03% | 270 |
|
|
2018
Q2 | $159K | Buy |
4,458
+1,553
| +53% | +$55.4K | 0.01% | 411 |
|
|
2018
Q1 | $95K | Sell |
2,905
-1,553
| -35% | -$50.8K | 0.01% | 464 |
|
|
2017
Q4 | $148K | Buy |
+4,458
| New | +$148K | 0.01% | 371 |
|