Lido Advisors’s CA, Inc. CA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-8,506
Closed -$293K 338
2017
Q2
$293K Buy
8,506
+700
+9% +$24.1K 0.06% 179
2017
Q1
$252K Buy
+7,806
New +$252K 0.07% 189