Kays Financial Advisory’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-75,955
| Closed | -$2.71M | – | 86 |
|
|
2018
Q2 | $2.71M | Buy |
75,955
+3,375
| +5% | +$120K | 0.59% | 32 |
|
|
2018
Q1 | $2.46M | Buy |
72,580
+3,281
| +5% | +$111K | 0.56% | 33 |
|
|
2017
Q4 | $2.31M | Buy |
69,299
+2,045
| +3% | +$68.1K | 0.67% | 33 |
|
|
2017
Q3 | $2.25M | Buy |
67,254
+2,261
| +3% | +$75.5K | 0.72% | 32 |
|
|
2017
Q2 | $2.24M | Buy |
64,993
+1,830
| +3% | +$63.1K | 0.76% | 26 |
|
|
2017
Q1 | $2M | Buy |
63,163
+8,318
| +15% | +$264K | 0.71% | 31 |
|
|
2016
Q4 | $1.74M | Buy |
54,845
+6,481
| +13% | +$206K | 0.68% | 31 |
|
|
2016
Q3 | $1.6M | Buy |
48,364
+6,781
| +16% | +$224K | 0.68% | 31 |
|
|
2016
Q2 | $1.37M | Buy |
41,583
+22,103
| +113% | +$726K | 0.61% | 30 |
|
|
2016
Q1 | $600K | Buy |
19,480
+913
| +5% | +$28.1K | 0.3% | 42 |
|
|
2015
Q4 | $530K | Buy |
+18,567
| New | +$530K | 0.27% | 44 |
|