DWM
CAA

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

Doyle 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
2018
Q1 		– Sell
-4,000
Closed -$226K – 183
2017
Q4 		$226K Buy
+4,000
New +$195K 0.04% 155
2017
Q3 		– Sell
-6,400
Closed -$226K – 155
2017
Q2 		$226K Sell
6,400
-1,155
-15% -$42K 0.04% 127
2017
Q1 		$283K Buy
+7,555
New +$267K 0.06% 113

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IA
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GT
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