Choate Investment 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 |
-6,570
| Closed | -$217K | – | 252 |
|
|
2016
Q3 | $217K | Sell |
6,570
-211
| -3% | -$6.98K | 0.01% | 227 |
|
|
2016
Q2 | $223K | Buy |
+6,781
| New | +$223K | 0.02% | 217 |
|
|
2016
Q1 | – | Sell |
-9,013
| Closed | -$274K | – | 306 |
|
|
2015
Q4 | $274K | Buy |
9,013
+8,651
| +2,390% | +$263K | 0.02% | 226 |
|
|
2015
Q3 | $9.88K | Hold |
362
| – | – | ﹤0.01% | 246 |
|
|
2015
Q2 | $10.6K | Sell |
362
-7,434
| -95% | -$218K | ﹤0.01% | 244 |
|
|
2015
Q1 | $254K | Sell |
7,796
-1,217
| -14% | -$39.7K | 0.01% | 227 |
|
|
2014
Q4 | $274K | Buy |
9,013
+410
| +5% | +$12.5K | 0.02% | 228 |
|
|
2014
Q3 | $240K | Sell |
8,603
-600
| -7% | -$16.8K | 0.01% | 234 |
|
|
2014
Q2 | $275K | Sell |
9,203
-387
| -4% | -$11.6K | 0.02% | 232 |
|
|
2014
Q1 | $297K | Sell |
9,590
-883
| -8% | -$27.4K | 0.02% | 229 |
|
|
2013
Q4 | $352K | Sell |
10,473
-474
| -4% | -$16K | 0.02% | 209 |
|
|
2013
Q3 | $325K | Buy |
10,947
+698
| +7% | +$20.7K | 0.02% | 209 |
|
|
2013
Q2 | $293K | Buy |
+10,249
| New | +$293K | 0.02% | 214 |
|