Next Financial Group’s CalAtlantic Group, Inc. CAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-400
| Closed | -$15K | – | 1722 |
|
|
2017
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 1080 |
|
|
2017
Q2 | $14K | Hold |
400
| – | – | ﹤0.01% | 1214 |
|
|
2017
Q1 | $14K | Hold |
400
| – | – | ﹤0.01% | 1169 |
|
|
2016
Q4 | $14K | Hold |
400
| – | – | ﹤0.01% | 1528 |
|
|
2016
Q3 | $13K | Hold |
400
| – | – | ﹤0.01% | 1568 |
|
|
2016
Q2 | $14K | Sell |
400
-200
| -33% | -$7K | ﹤0.01% | 1103 |
|
|
2016
Q1 | $20K | Hold |
600
| – | – | 0.01% | 947 |
|
|
2015
Q4 | $22K | Hold |
600
| – | – | 0.01% | 895 |
|
|
2015
Q3 | $24K | Hold |
600
| – | – | 0.01% | 895 |
|
|
2015
Q2 | $26K | Hold |
600
| – | – | 0.01% | 907 |
|
|
2015
Q1 | $27K | Hold |
600
| – | – | 0.01% | 882 |
|
|
2014
Q4 | $22K | Hold |
600
| – | – | 0.01% | 949 |
|
|
2014
Q3 | $22K | Buy |
+600
| New | +$22K | ﹤0.01% | 1365 |
|