SWP
CA

Strategic Wealth Partners’s CA, Inc. CA Stock Holding History

Strategic Wealth Partners’s Portfolio CA Stock Details CA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,215
Closed -$79K – 726
2018
Q2 		$79K Sell
2,215
-412
-16% -$14.7K 0.05% 214
2018
Q1 		$89K Sell
2,627
-2,592
-50% -$87.8K 0.05% 206
2017
Q4 		$169K Buy
+5,219
New +$169K 0.09% 153