SVB Wealth’s Canon, Inc. CAJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,465
| Closed | -$206K | – | 1104 |
|
|
2022
Q3 | $206K | Buy |
+9,465
| New | +$206K | ﹤0.01% | 844 |
|
|
2021
Q4 | – | Sell |
-39,240
| Closed | -$956K | – | 978 |
|
|
2021
Q3 | $956K | Buy |
39,240
+27,106
| +223% | +$660K | 0.01% | 404 |
|
|
2021
Q2 | $275K | Buy |
+12,134
| New | +$275K | ﹤0.01% | 788 |
|