Glassman Wealth 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 |
-4
| Closed | – | – | 1103 |
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1049 |
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1053 |
|
2018
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1044 |
|
2017
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 885 |
|
2017
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 667 |
|
2017
Q2 | $0 | Sell |
4
-425
| -99% | – | ﹤0.01% | 720 |
|
2017
Q1 | $14K | Buy |
429
+4
| +0.9% | +$131 | 0.01% | 311 |
|
2016
Q4 | $14K | Buy |
+425
| New | +$14K | 0.01% | 317 |
|
2016
Q3 | – | Sell |
-425
| Closed | -$14K | – | 639 |
|
2016
Q2 | $14K | Hold |
425
| – | – | 0.01% | 279 |
|
2016
Q1 | $13K | Hold |
425
| – | – | 0.01% | 282 |
|
2015
Q4 | $12K | Hold |
425
| – | – | 0.01% | 297 |
|
2015
Q3 | $12K | Hold |
425
| – | – | 0.01% | 286 |
|
2015
Q2 | $12K | Hold |
425
| – | – | 0.01% | 304 |
|
2015
Q1 | $14K | Hold |
425
| – | – | 0.01% | 277 |
|
2014
Q4 | $13K | Buy |
+425
| New | +$13K | 0.01% | 328 |
|