LBA Wealth Management’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $83K | Hold |
2,610
| – | – | 0.04% | 161 |
|
|
2016
Q4 | $83K | Hold |
2,610
| – | – | 0.05% | 158 |
|
|
2016
Q3 | $86K | Hold |
2,610
| – | – | 0.05% | 163 |
|
|
2016
Q2 | $86K | Hold |
2,610
| – | – | 0.05% | 163 |
|
|
2016
Q1 | $80K | Hold |
2,610
| – | – | 0.05% | 167 |
|
|
2015
Q4 | $75K | Hold |
2,610
| – | – | 0.04% | 185 |
|
|
2015
Q3 | $71K | Hold |
2,610
| – | – | 0.04% | 170 |
|
|
2015
Q2 | $76K | Hold |
2,610
| – | – | 0.05% | 149 |
|
|
2015
Q1 | $85K | Hold |
2,610
| – | – | 0.05% | 143 |
|
|
2014
Q4 | $79K | Sell |
2,610
-3,090
| -54% | -$93.5K | 0.05% | 150 |
|
|
2014
Q3 | $159K | Hold |
5,700
| – | – | 0.11% | 102 |
|
|
2014
Q2 | $164K | Sell |
5,700
-2,360
| -29% | -$67.9K | 0.13% | 95 |
|
|
2014
Q1 | $250K | Hold |
8,060
| – | – | 0.2% | 71 |
|
|
2013
Q4 | $271K | Buy |
+8,060
| New | +$271K | 0.22% | 65 |
|