LFA
CAS
Landmark Financial Advisors’s A M Castle & Co CAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-13,000
| Closed | -$10K | – | 56 |
|
|
2016
Q3 | $10K | Hold |
13,000
| – | – | 0.01% | 53 |
|
|
2016
Q2 | $21K | Sell |
13,000
-2,000
| -13% | -$3.23K | 0.02% | 51 |
|
|
2016
Q1 | $40K | Hold |
15,000
| – | – | 0.04% | 48 |
|
|
2015
Q4 | $23K | Hold |
15,000
| – | – | 0.02% | 48 |
|
|
2015
Q3 | $33K | Buy |
15,000
+5,000
| +50% | +$11K | 0.04% | 46 |
|
|
2015
Q2 | $61K | Hold |
10,000
| – | – | 0.06% | 47 |
|
|
2015
Q1 | $77K | Hold |
10,000
| – | – | 0.08% | 52 |
|
|
2014
Q4 | $77K | Buy |
+10,000
| New | +$77K | 0.08% | 53 |
|