Freedom Investment Management’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-9,457
| Closed | -$321K | – | 1233 |
|
|
2018
Q1 | $321K | Buy |
+9,457
| New | +$321K | 0.02% | 858 |
|
|
2017
Q4 | – | Sell |
-7,142
| Closed | -$238K | – | 1214 |
|
|
2017
Q3 | $238K | Sell |
7,142
-86
| -1% | -$2.87K | 0.01% | 946 |
|
|
2017
Q2 | $249K | Buy |
+7,228
| New | +$249K | 0.01% | 887 |
|
|
2017
Q1 | – | Sell |
-6,713
| Closed | -$213K | – | 1145 |
|
|
2016
Q4 | $213K | Buy |
6,713
+559
| +9% | +$17.7K | 0.01% | 876 |
|
|
2016
Q3 | $204K | Buy |
+6,154
| New | +$204K | 0.01% | 815 |
|
|
2016
Q2 | – | Sell |
-7,866
| Closed | -$242K | – | 941 |
|
|
2016
Q1 | $242K | Sell |
7,866
-362
| -4% | -$11.1K | 0.02% | 655 |
|
|
2015
Q4 | $235K | Sell |
8,228
-16,422
| -67% | -$469K | 0.02% | 635 |
|
|
2015
Q3 | $626K | Buy |
24,650
+16,349
| +197% | +$415K | 0.06% | 269 |
|
|
2015
Q2 | $243K | Sell |
8,301
-2,303
| -22% | -$67.4K | 0.02% | 580 |
|
|
2015
Q1 | $346K | Sell |
10,604
-750
| -7% | -$24.5K | 0.04% | 434 |
|
|
2014
Q4 | $346K | Buy |
11,354
+1,478
| +15% | +$45K | 0.04% | 373 |
|
|
2014
Q3 | $276K | Buy |
9,876
+1,425
| +17% | +$39.8K | 0.05% | 360 |
|
|
2014
Q2 | $243K | Buy |
8,451
+1,155
| +16% | +$33.2K | 0.04% | 404 |
|
|
2014
Q1 | $226K | Buy |
7,296
+368
| +5% | +$11.4K | 0.05% | 367 |
|
|
2013
Q4 | $233K | Buy |
6,928
+7
| +0.1% | +$235 | 0.06% | 346 |
|
|
2013
Q3 | $205K | Buy |
+6,921
| New | +$205K | 0.06% | 326 |
|