Mosaic Family Wealth’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 |
-131
| Closed | -$5K | – | 716 |
|
|
2018
Q2 | $5K | Hold |
131
| – | – | ﹤0.01% | 597 |
|
|
2018
Q1 | $4K | Hold |
131
| – | – | ﹤0.01% | 609 |
|
|
2017
Q4 | $4K | Hold |
131
| – | – | ﹤0.01% | 621 |
|
|
2017
Q3 | $4K | Hold |
131
| – | – | ﹤0.01% | 770 |
|
|
2017
Q2 | $5K | Hold |
131
| – | – | ﹤0.01% | 584 |
|
|
2017
Q1 | $4K | Hold |
131
| – | – | ﹤0.01% | 629 |
|
|
2016
Q4 | $4K | Sell |
131
-153
| -54% | -$4.67K | ﹤0.01% | 611 |
|
|
2016
Q3 | $9K | Sell |
284
-164
| -37% | -$5.2K | ﹤0.01% | 526 |
|
|
2016
Q2 | $15K | Hold |
448
| – | – | 0.01% | 481 |
|
|
2016
Q1 | $13K | Hold |
448
| – | – | 0.01% | 496 |
|
|
2015
Q4 | $12K | Buy |
+448
| New | +$12K | 0.01% | 511 |
|