DWM
CAA
Doyle Wealth Management’s CalAtlantic Group, Inc. CAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,000
| Closed | -$226K | – | 182 |
|
|
2017
Q4 | $226K | Buy |
+4,000
| New | +$226K | 0.04% | 155 |
|
|
2017
Q3 | – | Sell |
-6,400
| Closed | -$226K | – | 155 |
|
|
2017
Q2 | $226K | Sell |
6,400
-1,155
| -15% | -$40.8K | 0.04% | 127 |
|
|
2017
Q1 | $283K | Buy |
+7,555
| New | +$283K | 0.06% | 113 |
|