JOYN Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,917
| Closed | -$283K | – | 116 |
|
|
2019
Q4 | $283K | Buy |
1,917
+27
| +1% | +$3.99K | 0.06% | 86 |
|
|
2019
Q3 | $239K | Buy |
1,890
+1
| +0.1% | +$126 | 0.05% | 93 |
|
|
2019
Q2 | $230K | Buy |
1,889
+16
| +0.9% | +$1.95K | 0.05% | 107 |
|
|
2019
Q1 | $254K | Sell |
1,873
-9
| -0.5% | -$1.22K | 0.06% | 84 |
|
|
2018
Q4 | $239K | Buy |
1,882
+1,492
| +383% | +$189K | 0.05% | 94 |
|
|
2018
Q3 | $59K | Buy |
390
+4
| +1% | +$605 | 0.01% | 355 |
|
|
2018
Q2 | $52K | Buy |
386
+300
| +349% | +$40.4K | 0.01% | 382 |
|
|
2018
Q1 | $13K | Buy |
+86
| New | +$13K | ﹤0.01% | 739 |
|