OWA
CA

One Wealth Advisors’s CA, Inc. CA Stock Holding History

One Wealth Advisors’s Portfolio CA Stock Details CA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,513
Closed -$119K – 613
2018
Q1 		$119K Sell
3,513
-2,686
-43% -$91K 0.11% 156
2017
Q4 		$206K Buy
+6,199
New +$206K 0.17% 102