Next Financial Group’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-750
| Closed | -$33K | – | 2217 |
|
|
2018
Q3 | $33K | Buy |
+750
| New | +$33K | 0.02% | 640 |
|
|
2017
Q4 | – | Sell |
-750
| Closed | -$25K | – | 1748 |
|
|
2017
Q3 | $25K | Hold |
750
| – | – | 0.01% | 907 |
|
|
2017
Q2 | $26K | Hold |
750
| – | – | 0.01% | 994 |
|
|
2017
Q1 | $25K | Hold |
750
| – | – | 0.01% | 971 |
|
|
2016
Q4 | $24K | Sell |
750
-16
| -2% | -$512 | ﹤0.01% | 1308 |
|
|
2016
Q3 | $25K | Buy |
766
+166
| +28% | +$5.42K | ﹤0.01% | 1261 |
|
|
2016
Q2 | $19K | Hold |
600
| – | – | 0.01% | 1006 |
|
|
2016
Q1 | $18K | Hold |
600
| – | – | 0.01% | 991 |
|
|
2015
Q4 | $17K | Sell |
600
-5
| -0.8% | -$142 | 0.01% | 1002 |
|
|
2015
Q3 | $16K | Hold |
605
| – | – | 0.01% | 1045 |
|
|
2015
Q2 | $17K | Buy |
605
+5
| +0.8% | +$140 | 0.01% | 1074 |
|
|
2015
Q1 | $19K | Hold |
600
| – | – | 0.01% | 1025 |
|
|
2014
Q4 | $18K | Sell |
600
-166
| -22% | -$4.98K | 0.01% | 1024 |
|
|
2014
Q3 | $21K | Hold |
766
| – | – | ﹤0.01% | 1405 |
|
|
2014
Q2 | $22K | Buy |
+766
| New | +$22K | 0.01% | 577 |
|