Integrated Wealth Management’s Cal-Maine CALM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-1,170
| Closed | -$45K | – | 343 |
|
2016
Q3 | $45K | Hold |
1,170
| – | – | 0.02% | 425 |
|
2016
Q2 | $52K | Hold |
1,170
| – | – | 0.02% | 395 |
|
2016
Q1 | $61K | Hold |
1,170
| – | – | 0.03% | 355 |
|
2015
Q4 | $54K | Hold |
1,170
| – | – | 0.02% | 377 |
|
2015
Q3 | $64K | Hold |
1,170
| – | – | 0.03% | 335 |
|
2015
Q2 | $61K | Buy |
+1,170
| New | +$61K | 0.02% | 352 |
|