Lee, Danner & Bass’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 |
-8,445
| Closed | -$301K | – | 180 |
|
|
2018
Q2 | $301K | Hold |
8,445
| – | – | 0.03% | 156 |
|
|
2018
Q1 | $286K | Hold |
8,445
| – | – | 0.03% | 161 |
|
|
2017
Q4 | $281K | Hold |
8,445
| – | – | 0.03% | 160 |
|
|
2017
Q3 | $282K | Hold |
8,445
| – | – | 0.03% | 154 |
|
|
2017
Q2 | $291K | Hold |
8,445
| – | – | 0.03% | 152 |
|
|
2017
Q1 | $268K | Hold |
8,445
| – | – | 0.03% | 152 |
|
|
2016
Q4 | $268K | Hold |
8,445
| – | – | 0.03% | 152 |
|
|
2016
Q3 | $279K | Hold |
8,445
| – | – | 0.03% | 146 |
|
|
2016
Q2 | $277K | Buy |
+8,445
| New | +$277K | 0.03% | 145 |
|