IFWM
CAJ
Institute for Wealth Management’s Canon, Inc. CAJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-24,429
| Closed | -$846K | – | 252 |
|
|
2018
Q1 | $846K | Buy |
24,429
+17,660
| +261% | +$612K | 0.25% | 145 |
|
|
2017
Q4 | $253K | Sell |
6,769
-3,646
| -35% | -$136K | 0.06% | 325 |
|
|
2017
Q3 | $357K | Buy |
10,415
+2,224
| +27% | +$76.2K | 0.12% | 211 |
|
|
2017
Q2 | $280K | Buy |
+8,191
| New | +$280K | 0.08% | 326 |
|