Loudon Investment Management’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 |
-11,832
| Closed | -$422K | – | 90 |
|
|
2018
Q2 | $422K | Hold |
11,832
| – | – | 0.34% | 66 |
|
|
2018
Q1 | $401K | Hold |
11,832
| – | – | 0.32% | 66 |
|
|
2017
Q4 | $394K | Hold |
11,832
| – | – | 0.3% | 67 |
|
|
2017
Q3 | $395K | Hold |
11,832
| – | – | 0.31% | 67 |
|
|
2017
Q2 | $408K | Buy |
11,832
+1,375
| +13% | +$47.4K | 0.31% | 65 |
|
|
2017
Q1 | $332K | Buy |
10,457
+350
| +3% | +$11.1K | 0.25% | 70 |
|
|
2016
Q4 | $321K | Hold |
10,107
| – | – | 0.25% | 66 |
|
|
2016
Q3 | $334K | Hold |
10,107
| – | – | 0.26% | 63 |
|
|
2016
Q2 | $332K | Buy |
10,107
+755
| +8% | +$24.8K | 0.26% | 64 |
|
|
2016
Q1 | $288K | Buy |
9,352
+378
| +4% | +$11.6K | 0.23% | 65 |
|
|
2015
Q4 | $256K | Sell |
8,974
-1,425
| -14% | -$40.7K | 0.21% | 68 |
|
|
2015
Q3 | $284K | Hold |
10,399
| – | – | 0.24% | 65 |
|
|
2015
Q2 | $305K | Hold |
10,399
| – | – | 0.23% | 66 |
|
|
2015
Q1 | $339K | Buy |
10,399
+257
| +3% | +$8.38K | 0.26% | 65 |
|
|
2014
Q4 | $309K | Sell |
10,142
-850
| -8% | -$25.9K | 0.23% | 63 |
|
|
2014
Q3 | $307K | Buy |
10,992
+625
| +6% | +$17.5K | 0.22% | 69 |
|
|
2014
Q2 | $298K | Buy |
10,367
+800
| +8% | +$23K | 0.2% | 74 |
|
|
2014
Q1 | $296K | Hold |
9,567
| – | – | 0.21% | 74 |
|
|
2013
Q4 | $322K | Buy |
+9,567
| New | +$322K | 0.24% | 72 |
|