CWM
CAA

Concert Wealth Management’s CalAtlantic Group, Inc. CAA Stock Holding History

Concert Wealth Management’s Portfolio CAA Stock Details CAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-4,208
Closed -$169K – 765
2015
Q3 		$169K Sell
4,208
-40
-0.9% -$1.75K 0.02% 636
2015
Q2 		$189K Buy
4,248
+1,220
+40% +$51.9K 0.02% 642
2015
Q1 		$109K Hold
3,028
– – 0.03% 422
2014
Q4 		$110K Sell
3,028
-1,140
-27% -$42.3K 0.02% 607
2014
Q3 		$155K Sell
4,168
-60
-1% -$2.41K 0.02% 518
2014
Q2 		$170K Hold
4,228
– – 0.02% 531
2014
Q1 		$172K Buy
4,228
+40
+1% +$1.73K 0.02% 525
2013
Q4 		$190K Hold
4,188
– – 0.02% 499
2013
Q3 		$163K Buy
+4,188
New +$166K 0.02% 495

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IAM
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EC
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