First Personal Financial Services’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 |
-836
| Closed | -$37K | – | 719 |
|
|
2018
Q3 | $37K | Sell |
836
-80
| -9% | -$3.54K | 0.01% | 324 |
|
|
2018
Q2 | $33K | Hold |
916
| – | – | 0.01% | 335 |
|
|
2018
Q1 | $31K | Hold |
916
| – | – | 0.01% | 547 |
|
|
2017
Q4 | $30K | Buy |
+916
| New | +$30K | 0.01% | 575 |
|
|
2017
Q3 | – | Sell |
-411
| Closed | -$14K | – | 898 |
|
|
2017
Q2 | $14K | Hold |
411
| – | – | ﹤0.01% | 654 |
|
|
2017
Q1 | $13K | Hold |
411
| – | – | ﹤0.01% | 668 |
|
|
2016
Q4 | $13K | Hold |
411
| – | – | ﹤0.01% | 661 |
|
|
2016
Q3 | $14K | Hold |
411
| – | – | ﹤0.01% | 506 |
|
|
2016
Q2 | $13K | Buy |
+411
| New | +$13K | ﹤0.01% | 514 |
|
|
2015
Q4 | – | Sell |
-161
| Closed | -$5K | – | 549 |
|
|
2015
Q3 | $5K | Hold |
161
| – | – | ﹤0.01% | 335 |
|
|
2015
Q2 | $5K | Hold |
161
| – | – | ﹤0.01% | 329 |
|
|
2015
Q1 | $6K | Hold |
161
| – | – | ﹤0.01% | 319 |
|
|
2014
Q4 | $4K | Buy |
+161
| New | +$4K | ﹤0.01% | 329 |
|