CapWealth Advisors’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$33K | – | 305 |
|
|
2016
Q3 | $33K | Hold |
1,000
| – | – | 0.01% | 157 |
|
|
2016
Q2 | $33K | Hold |
1,000
| – | – | 0.01% | 159 |
|
|
2016
Q1 | $31K | Hold |
1,000
| – | – | 0.01% | 166 |
|
|
2015
Q4 | $29K | Hold |
1,000
| – | – | 0.01% | 142 |
|
|
2015
Q3 | $27K | Hold |
1,000
| – | – | 0.01% | 145 |
|
|
2015
Q2 | $29K | Hold |
1,000
| – | – | 0.01% | 147 |
|
|
2015
Q1 | $33K | Buy |
+1,000
| New | +$33K | 0.01% | 150 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$28K | – | 351 |
|
|
2014
Q3 | $28K | Hold |
1,000
| – | – | 0.01% | 161 |
|
|
2014
Q2 | $29K | Hold |
1,000
| – | – | 0.01% | 166 |
|
|
2014
Q1 | $31K | Hold |
1,000
| – | – | 0.01% | 163 |
|
|
2013
Q4 | $34K | Hold |
1,000
| – | – | 0.01% | 167 |
|
|
2013
Q3 | $30K | Hold |
1,000
| – | – | 0.01% | 199 |
|
|
2013
Q2 | $29K | Buy |
+1,000
| New | +$29K | 0.01% | 196 |
|