Sheets Smith Wealth Management’s CAI International, Inc. CAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,492
| Closed | -$307K | – | 398 |
|
|
2021
Q3 | $307K | Sell |
5,492
-2,256
| -29% | -$126K | 0.04% | 299 |
|
|
2021
Q2 | $434K | Hold |
7,748
| – | – | 0.06% | 244 |
|
|
2021
Q1 | $353K | Hold |
7,748
| – | – | 0.05% | 256 |
|
|
2020
Q4 | $242K | Buy |
+7,748
| New | +$242K | 0.04% | 301 |
|