Independent Portfolio Consultants’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $8K | Buy |
245
+40
| +20% | +$1.31K | ﹤0.01% | 745 |
|
2017
Q1 | $7K | Sell |
205
-430
| -68% | -$14.7K | ﹤0.01% | 779 |
|
2016
Q4 | $20K | Sell |
635
-670
| -51% | -$21.1K | 0.01% | 628 |
|
2016
Q3 | $43K | Buy |
1,305
+380
| +41% | +$12.5K | 0.01% | 570 |
|
2016
Q2 | $30K | Sell |
925
-10
| -1% | -$324 | 0.01% | 614 |
|
2016
Q1 | $29K | Sell |
935
-200
| -18% | -$6.2K | 0.01% | 637 |
|
2015
Q4 | $32K | Hold |
1,135
| – | – | 0.01% | 636 |
|
2015
Q3 | $31K | Buy |
+1,135
| New | +$31K | 0.01% | 647 |
|
2015
Q2 | – | Sell |
-47
| Closed | -$2K | – | 1260 |
|
2015
Q1 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 905 |
|
2014
Q4 | – | Hold |
0
| – | – | – | 1127 |
|
2014
Q3 | – | Sell |
-2,489
| Closed | -$72K | – | 1020 |
|
2014
Q2 | $72K | Buy |
+2,489
| New | +$72K | 0.02% | 584 |
|