LA
CA
LVW Advisors’s CA, Inc. CA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-30,428
| Closed | -$1.34M | – | 174 |
|
|
2018
Q3 | $1.34M | Buy |
30,428
+90
| +0.3% | +$3.97K | 0.38% | 55 |
|
|
2018
Q2 | $1.08M | Sell |
30,338
-1,112
| -4% | -$39.7K | 0.34% | 57 |
|
|
2018
Q1 | $1.07M | Buy |
31,450
+439
| +1% | +$14.9K | 0.33% | 59 |
|
|
2017
Q4 | $1.03M | Buy |
31,011
+8,611
| +38% | +$287K | 0.3% | 63 |
|
|
2017
Q3 | $748K | Buy |
+22,400
| New | +$748K | 0.3% | 63 |
|