TW
Transform Wealth’s CACI CACI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,084
| Closed | -$235K | – | 218 |
|
|
2020
Q2 | $235K | Hold |
1,084
| – | – | 0.04% | 201 |
|
|
2020
Q1 | $229K | Sell |
1,084
-16
| -1% | -$3.38K | 0.05% | 188 |
|
|
2019
Q4 | $275K | Sell |
1,100
-100
| -8% | -$25K | 0.04% | 195 |
|
|
2019
Q3 | $278K | Hold |
1,200
| – | – | 0.05% | 184 |
|
|
2019
Q2 | $246K | Buy |
1,200
+100
| +9% | +$20.5K | 0.04% | 215 |
|
|
2019
Q1 | $200K | Sell |
1,100
-300
| -21% | -$54.5K | 0.04% | 155 |
|
|
2018
Q4 | $202K | Hold |
1,400
| – | – | 0.04% | 172 |
|
|
2018
Q3 | $258K | Hold |
1,400
| – | – | 0.04% | 169 |
|
|
2018
Q2 | $236K | Hold |
1,400
| – | – | 0.04% | 199 |
|
|
2018
Q1 | $212K | Buy |
+1,400
| New | +$212K | 0.04% | 222 |
|
|
2017
Q2 | – | Sell |
-3,150
| Closed | -$369K | – | 67 |
|
|
2017
Q1 | $369K | Sell |
3,150
-650
| -17% | -$76.1K | 0.14% | 166 |
|
|
2016
Q4 | $472K | Sell |
3,800
-850
| -18% | -$106K | 0.19% | 151 |
|
|
2016
Q3 | $469K | Sell |
4,650
-400
| -8% | -$40.3K | 0.2% | 138 |
|
|
2016
Q2 | $457K | Buy |
+5,050
| New | +$457K | 0.19% | 144 |
|