Marietta Wealth 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 |
-17,262
| Closed | -$615K | – | 123 |
|
|
2018
Q2 | $615K | Buy |
17,262
+621
| +4% | +$22.1K | 0.3% | 83 |
|
|
2018
Q1 | $564K | Buy |
16,641
+216
| +1% | +$7.32K | 0.3% | 82 |
|
|
2017
Q4 | $547K | Sell |
16,425
-308
| -2% | -$10.3K | 0.3% | 82 |
|
|
2017
Q3 | $559K | Sell |
16,733
-1,308
| -7% | -$43.7K | 0.31% | 83 |
|
|
2017
Q2 | $622K | Sell |
18,041
-797
| -4% | -$27.5K | 0.38% | 77 |
|
|
2017
Q1 | $598K | Sell |
18,838
-592
| -3% | -$18.8K | 0.4% | 79 |
|
|
2016
Q4 | $617K | Buy |
+19,430
| New | +$617K | 0.49% | 71 |
|