EP Wealth Advisors’s Cathay General Bancorp CATY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-7,641	Closed	-$256K	–	250
2018 Q4	$256K	Buy	7,641 +14	+0.2%	+$530	0.02%	222
2018 Q3	$316K	Buy	7,627 +9	+0.1%	+$378	0.02%	219
2018 Q2	$308K	Buy	+7,618	New	+$315K	0.03%	151
2018 Q1	–	Sell	-6,990	Closed	-$295K	–	206
2017 Q4	$295K	Buy	6,990 +9	+0.1%	+$376	0.03%	147
2017 Q3	$281K	Buy	6,981 +9	+0.1%	+$332	0.03%	140
2017 Q2	$265K	Buy	6,972 +9	+0.1%	+$338	0.03%	147
2017 Q1	$262K	Sell	6,963 -2,614	-27%	-$99.3K	0.04%	131
2016 Q4	$306K	Sell	9,577 -472	-5%	-$16K	0.04%	107
2016 Q3	$309K	Buy	10,049 +9	+0.1%	+$273	0.05%	104
2016 Q2	$283K	Buy	10,040 +10	+0.1%	+$296	0.05%	100
2016 Q1	$284K	Buy	10,030 +10	+0.1%	+$277	0.04%	110
2015 Q4	$314K	Sell	10,020 -323	-3%	-$10.4K	0.05%	118
2015 Q3	$310K	Buy	10,343 +7	+0.1%	+$219	0.06%	108
2015 Q2	$335K	Sell	10,336 -694	-6%	-$21K	0.06%	90
2015 Q1	$314K	Buy	11,030 +6	+0.1%	+$155	0.06%	97
2014 Q4	$282K	Sell	11,024 -484	-4%	-$12.3K	0.05%	105
2014 Q3	$286K	Buy	11,508 +4	+0%	+$103	0.05%	88
2014 Q2	$294K	Buy	11,504 +4	+0%	+$98	0.07%	85
2014 Q1	$290K	Sell	11,500 -3,397	-23%	-$84.9K	0.08%	82
2013 Q4	$398K	Sell	14,897 -597	-4%	-$15.1K	0.1%	79
2013 Q3	$362K	Hold	15,494	–	–	0.11%	71
2013 Q2	$315K	Buy	+15,494	New	+$307K	0.11%	62