SHJ
Sharkey, Howes & Javer’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-100
| Closed | -$14K | – | 73 |
|
|
2019
Q2 | $14K | Hold |
100
| – | – | 0.01% | 143 |
|
|
2019
Q1 | $14K | Hold |
100
| – | – | 0.01% | 147 |
|
|
2018
Q4 | $13K | Hold |
100
| – | – | 0.01% | 145 |
|
|
2018
Q3 | $15K | Hold |
100
| – | – | 0.01% | 153 |
|
|
2018
Q2 | $14K | Hold |
100
| – | – | 0.01% | 150 |
|
|
2018
Q1 | $14K | Hold |
100
| – | – | 0.01% | 140 |
|
|
2017
Q4 | $16K | Hold |
100
| – | – | 0.01% | 134 |
|
|
2017
Q3 | $13K | Hold |
100
| – | – | 0.01% | 142 |
|
|
2017
Q2 | $11K | Hold |
100
| – | – | 0.01% | 150 |
|
|
2017
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 163 |
|
|
2016
Q4 | $9K | Hold |
100
| – | – | 0.01% | 167 |
|
|
2016
Q3 | $9K | Hold |
100
| – | – | 0.01% | 166 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | 0.01% | 173 |
|
|
2016
Q1 | $8K | Hold |
100
| – | – | 0.01% | 188 |
|
|
2015
Q4 | $7K | Sell |
100
-168
| -63% | -$11.8K | ﹤0.01% | 190 |
|
|
2015
Q3 | $19K | Sell |
268
-64
| -19% | -$4.54K | 0.01% | 154 |
|
|
2015
Q2 | $28K | Buy |
+332
| New | +$28K | 0.02% | 124 |
|