SVA Wealth Management’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-25,918
| Closed | -$740K | – | 218 |
|
|
2015
Q4 | $740K | Sell |
25,918
-1,734
| -6% | -$49.5K | 0.13% | 132 |
|
|
2015
Q3 | $755K | Buy |
27,652
+477
| +2% | +$13K | 0.14% | 132 |
|
|
2015
Q2 | $796K | Buy |
27,175
+79
| +0.3% | +$2.31K | 0.15% | 129 |
|
|
2015
Q1 | $884K | Buy |
27,096
+5,260
| +24% | +$172K | 0.16% | 127 |
|
|
2014
Q4 | $665K | Buy |
21,836
+3,468
| +19% | +$106K | 0.24% | 97 |
|
|
2014
Q3 | $513K | Buy |
18,368
+2,521
| +16% | +$70.4K | 0.22% | 95 |
|
|
2014
Q2 | $455K | Buy |
15,847
+3,898
| +33% | +$112K | 0.19% | 104 |
|
|
2014
Q1 | $370K | Buy |
11,949
+3,155
| +36% | +$97.7K | 0.17% | 111 |
|
|
2013
Q4 | $296K | Buy |
+8,794
| New | +$296K | 0.18% | 117 |
|