CA
SODA
CapWealth Advisors’s SodaStream International Ltd SODA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-30,200
| Closed | -$1.33M | – | 400 |
|
|
2014
Q1 | $1.33M | Buy |
30,200
+3,000
| +11% | +$132K | 0.36% | 47 |
|
|
2013
Q4 | $1.35M | Buy |
27,200
+855
| +3% | +$42.4K | 0.34% | 52 |
|
|
2013
Q3 | $1.64M | Buy |
26,345
+685
| +3% | +$42.7K | 0.46% | 48 |
|
|
2013
Q2 | $1.86M | Buy |
+25,660
| New | +$1.86M | 0.54% | 49 |
|