IFP Advisors’s CalAtlantic Group, Inc. CAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,258
| Closed | -$71K | – | 4255 |
|
|
2018
Q1 | $71K | Hold |
1,258
| – | – | ﹤0.01% | 1602 |
|
|
2017
Q4 | $71K | Sell |
1,258
-226
| -15% | -$11K | ﹤0.01% | 1615 |
|
|
2017
Q3 | $54K | Buy |
1,484
+317
| +27% | +$11.3K | ﹤0.01% | 1952 |
|
|
2017
Q2 | $41K | Buy |
1,167
+47
| +4% | +$1.71K | ﹤0.01% | 2108 |
|
|
2017
Q1 | $42K | Sell |
1,120
-319
| -22% | -$11.3K | ﹤0.01% | 2038 |
|
|
2016
Q4 | $49K | Buy |
1,439
+1,023
| +246% | +$33.8K | ﹤0.01% | 1902 |
|
|
2016
Q3 | $14K | Buy |
416
+146
| +54% | +$5.35K | ﹤0.01% | 2652 |
|
|
2016
Q2 | $10K | Buy |
+270
| New | +$9.48K | ﹤0.01% | 2772 |
|
|
2016
Q1 | – | Sell |
-304
| Closed | -$12K | – | 4000 |
|
|
2015
Q4 | $12K | Buy |
+304
| New | +$12.2K | ﹤0.01% | 2505 |
|