IFP Advisors’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5705 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5516 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5331 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5084 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4873 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4624 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4475 |
|
|
2018
Q4 | – | Sell |
-2,219
| Closed | -$98K | – | 4068 |
|
|
2018
Q3 | $98K | Sell |
2,219
-568
| -20% | -$25.1K | ﹤0.01% | 1474 |
|
|
2018
Q2 | $99K | Sell |
2,787
-1,265
| -31% | -$44.9K | ﹤0.01% | 1479 |
|
|
2018
Q1 | $135K | Hold |
4,052
| – | – | 0.01% | 1204 |
|
|
2017
Q4 | $135K | Buy |
4,052
+89
| +2% | +$2.97K | 0.01% | 1201 |
|
|
2017
Q3 | $132K | Sell |
3,963
-222
| -5% | -$7.39K | 0.01% | 1384 |
|
|
2017
Q2 | $144K | Sell |
4,185
-167
| -4% | -$5.75K | 0.01% | 1309 |
|
|
2017
Q1 | $138K | Sell |
4,352
-519
| -11% | -$16.5K | 0.01% | 1309 |
|
|
2016
Q4 | $155K | Buy |
4,871
+311
| +7% | +$9.9K | 0.01% | 1190 |
|
|
2016
Q3 | $151K | Sell |
4,560
-125
| -3% | -$4.14K | 0.01% | 1135 |
|
|
2016
Q2 | $154K | Buy |
+4,685
| New | +$154K | 0.01% | 1106 |
|
|
2016
Q1 | – | Sell |
-2,549
| Closed | -$73K | – | 4407 |
|
|
2015
Q4 | $73K | Buy |
+2,549
| New | +$73K | ﹤0.01% | 1360 |
|