MGIA
CA

Moneta Group Investment Advisors’s CA, Inc. CA Stock Holding History

Moneta Group Investment Advisors’s Portfolio CA Stock Details CA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-7,700
Closed -$239K – 137
2014
Q1 		$239K Sell
7,700
-232
-3% -$7.2K 0.14% 107
2013
Q4 		$267K Buy
+7,932
New +$267K 0.16% 104