Lee Financial’s CalAtlantic Group, Inc. CAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,280
| Closed | -$354K | – | 794 |
|
|
2017
Q4 | $354K | Sell |
6,280
-139
| -2% | -$7.84K | 0.1% | 92 |
|
|
2017
Q3 | $235K | Hold |
6,419
| – | – | 0.08% | 106 |
|
|
2017
Q2 | $227K | Hold |
6,419
| – | – | 0.08% | 110 |
|
|
2017
Q1 | $240K | Hold |
6,419
| – | – | 0.1% | 102 |
|
|
2016
Q4 | $219K | Buy |
+6,419
| New | +$219K | 0.12% | 102 |
|