Global Retirement Partners’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 |
-522
| Closed | -$23K | – | 1626 |
|
|
2018
Q3 | $23K | Hold |
522
| – | – | 0.01% | 772 |
|
|
2018
Q2 | $19K | Hold |
522
| – | – | ﹤0.01% | 821 |
|
|
2018
Q1 | $18K | Hold |
522
| – | – | 0.01% | 796 |
|
|
2017
Q4 | $17K | Sell |
522
-173
| -25% | -$5.63K | ﹤0.01% | 771 |
|
|
2017
Q3 | $23K | Buy |
695
+173
| +33% | +$5.73K | 0.01% | 617 |
|
|
2017
Q2 | $18K | Hold |
522
| – | – | 0.01% | 637 |
|
|
2017
Q1 | $17K | Hold |
522
| – | – | 0.01% | 602 |
|
|
2016
Q4 | $17K | Buy |
+522
| New | +$17K | 0.01% | 562 |
|