Simon Quick 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 |
-1,299
| Closed | -$57K | – | 390 |
|
|
2018
Q3 | $57K | Hold |
1,299
| – | – | 0.02% | 169 |
|
|
2018
Q2 | $46K | Hold |
1,299
| – | – | 0.02% | 188 |
|
|
2018
Q1 | $44K | Hold |
1,299
| – | – | 0.02% | 182 |
|
|
2017
Q4 | $47K | Hold |
1,299
| – | – | 0.02% | 234 |
|
|
2017
Q3 | $43K | Buy |
+1,299
| New | +$43K | 0.02% | 292 |
|