Optimum Investment Advisors’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 |
-500
| Closed | -$22K | – | 1080 |
|
2018
Q3 | $22K | Hold |
500
| – | – | 0.01% | 718 |
|
2018
Q2 | $18K | Hold |
500
| – | – | 0.01% | 757 |
|
2018
Q1 | $17K | Buy |
+500
| New | +$17K | 0.01% | 738 |
|
2015
Q1 | $16K | Hold |
500
| – | – | 0.01% | 742 |
|
2014
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 789 |
|
2014
Q3 | $15K | Hold |
500
| – | – | 0.01% | 702 |
|
2014
Q2 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 731 |
|