Omnia 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
Q4 | – | Sell |
-41
| Closed | -$2K | – | 637 |
|
|
2018
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 520 |
|
|
2018
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 561 |
|
|
2018
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 600 |
|
|
2017
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 601 |
|
|
2017
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 623 |
|
|
2017
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 702 |
|
|
2017
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 716 |
|
|
2016
Q4 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 742 |
|