Financial Architects (New Jersey)’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-140
| Closed | -$6K | – | 1421 |
|
|
2018
Q3 | $6K | Sell |
140
-31
| -18% | -$1.33K | ﹤0.01% | 1069 |
|
|
2018
Q2 | $6K | Hold |
171
| – | – | ﹤0.01% | 1103 |
|
|
2018
Q1 | $6K | Sell |
171
-548
| -76% | -$19.2K | ﹤0.01% | 1080 |
|
|
2017
Q4 | $24K | Buy |
719
+8
| +1% | +$267 | ﹤0.01% | 815 |
|
|
2017
Q3 | $24K | Hold |
711
| – | – | ﹤0.01% | 829 |
|
|
2017
Q2 | $25K | Buy |
711
+21
| +3% | +$738 | ﹤0.01% | 805 |
|
|
2017
Q1 | $21K | Hold |
690
| – | – | ﹤0.01% | 836 |
|
|
2016
Q4 | $21K | Hold |
690
| – | – | ﹤0.01% | 821 |
|
|
2016
Q3 | $23K | Buy |
690
+519
| +304% | +$17.3K | 0.01% | 806 |
|
|
2016
Q2 | $6K | Buy |
+171
| New | +$6K | ﹤0.01% | 1084 |
|
|
2015
Q1 | – | Sell |
-121
| Closed | -$4K | – | 1079 |
|
|
2014
Q4 | $4K | Buy |
+121
| New | +$4K | ﹤0.01% | 869 |
|
|
2014
Q3 | – | Sell |
-323
| Closed | -$9K | – | 994 |
|
|
2014
Q2 | $9K | Buy |
+323
| New | +$9K | ﹤0.01% | 661 |
|