Mosaic Family Wealth’s Caleres CAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,085
| Closed | -$51K | – | 232 |
|
|
2019
Q1 | $51K | Sell |
2,085
-2,086
| -50% | -$51K | 0.02% | 313 |
|
|
2018
Q4 | $116K | Hold |
4,171
| – | – | 0.05% | 204 |
|
|
2018
Q3 | $150K | Hold |
4,171
| – | – | 0.06% | 177 |
|
|
2018
Q2 | $143K | Hold |
4,171
| – | – | 0.05% | 192 |
|
|
2018
Q1 | $140K | Hold |
4,171
| – | – | 0.05% | 195 |
|
|
2017
Q4 | $140K | Buy |
+4,171
| New | +$140K | 0.05% | 202 |
|