Certified Advisory Corp’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-212
| Closed | -$2K | – | 565 |
|
|
2021
Q1 | $2K | Buy |
+212
| New | +$2K | ﹤0.01% | 740 |
|
|
2020
Q2 | $2K | Hold |
210
| – | – | ﹤0.01% | 704 |
|
|
2020
Q1 | $2K | Buy |
210
+1
| +0.5% | +$10 | ﹤0.01% | 703 |
|
|
2019
Q4 | $2K | Buy |
209
+1
| +0.5% | +$10 | ﹤0.01% | 735 |
|
|
2019
Q3 | $2K | Buy |
208
+1
| +0.5% | +$10 | ﹤0.01% | 742 |
|
|
2019
Q2 | $2K | Buy |
207
+1
| +0.5% | +$10 | ﹤0.01% | 753 |
|
|
2019
Q1 | $2K | Hold |
206
| – | – | ﹤0.01% | 695 |
|
|
2018
Q4 | $2K | Buy |
206
+1
| +0.5% | +$10 | ﹤0.01% | 692 |
|
|
2018
Q3 | $2K | Buy |
205
+1
| +0.5% | +$10 | ﹤0.01% | 720 |
|
|
2018
Q2 | $2K | Buy |
204
+2
| +1% | +$20 | ﹤0.01% | 707 |
|
|
2018
Q1 | $1K | Hold |
202
| – | – | ﹤0.01% | 707 |
|
|
2017
Q4 | $2K | Buy |
+202
| New | +$2K | ﹤0.01% | 643 |
|