Mark Sheptoff Financial Planning’s CATAMARAN CORP COM STK (CDA) CTRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-300
| Closed | -$18K | – | 474 |
|
|
2015
Q2 | $18K | Hold |
300
| – | – | 0.01% | 237 |
|
|
2015
Q1 | $18K | Hold |
300
| – | – | 0.02% | 230 |
|
|
2014
Q4 | $16K | Hold |
300
| – | – | 0.01% | 238 |
|
|
2014
Q3 | $13K | Hold |
300
| – | – | 0.01% | 258 |
|
|
2014
Q2 | $13K | Hold |
300
| – | – | 0.01% | 261 |
|
|
2014
Q1 | $13K | Buy |
+300
| New | +$13K | 0.01% | 265 |
|