Reilly Financial Advisors’s CalAtlantic Group, Inc. CAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-722
| Closed | -$41K | – | 1110 |
|
|
2017
Q4 | $41K | Buy |
722
+20
| +3% | +$1.14K | 0.01% | 358 |
|
|
2017
Q3 | $26K | Hold |
702
| – | – | ﹤0.01% | 443 |
|
|
2017
Q2 | $25K | Hold |
702
| – | – | ﹤0.01% | 455 |
|
|
2017
Q1 | $26K | Hold |
702
| – | – | ﹤0.01% | 429 |
|
|
2016
Q4 | $24K | Buy |
+702
| New | +$24K | ﹤0.01% | 422 |
|