Patriot Financial Group Insurance Agency’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 |
-100
| Closed | -$4K | – | 1397 |
|
|
2018
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 803 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$3K | – | 976 |
|
|
2018
Q1 | $3K | Sell |
100
-106
| -51% | -$3.18K | ﹤0.01% | 852 |
|
|
2017
Q4 | $7K | Buy |
206
+1
| +0.5% | +$34 | 0.01% | 671 |
|
|
2017
Q3 | $7K | Sell |
205
-69
| -25% | -$2.36K | 0.01% | 651 |
|
|
2017
Q2 | $9K | Sell |
274
-99
| -27% | -$3.25K | 0.01% | 566 |
|
|
2017
Q1 | $12K | Buy |
373
+1
| +0.3% | +$32 | 0.01% | 472 |
|
|
2016
Q4 | $12K | Buy |
+372
| New | +$12K | 0.02% | 443 |
|