CFA
CPGX
Carroll Financial Associates’s COLUMBIA PIPELINE GROUP IN COM STK (DE) CPGX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-4,685
| Closed | -$119K | – | 1291 |
|
2016
Q2 | $119K | Hold |
4,685
| – | – | 0.02% | 308 |
|
2016
Q1 | $117K | Buy |
4,685
+400
| +9% | +$9.99K | 0.02% | 291 |
|
2015
Q4 | $85K | Hold |
4,285
| – | – | 0.02% | 316 |
|
2015
Q3 | $89K | Buy |
+4,285
| New | +$89K | 0.02% | 297 |
|