Veritable’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,429
| Closed | -$215K | – | 835 |
|
|
2017
Q3 | $215K | Buy |
6,429
+104
| +2% | +$3.48K | ﹤0.01% | 706 |
|
|
2017
Q2 | $218K | Buy |
+6,325
| New | +$218K | 0.01% | 703 |
|
|
2015
Q2 | – | Sell |
-7,411
| Closed | -$242K | – | 937 |
|
|
2015
Q1 | $242K | Sell |
7,411
-20
| -0.3% | -$653 | 0.01% | 815 |
|
|
2014
Q4 | $226K | Sell |
7,431
-775
| -9% | -$23.6K | ﹤0.01% | 844 |
|
|
2014
Q3 | $229K | Sell |
8,206
-514
| -6% | -$14.3K | ﹤0.01% | 857 |
|
|
2014
Q2 | $251K | Buy |
8,720
+527
| +6% | +$15.2K | 0.01% | 811 |
|
|
2014
Q1 | $254K | Sell |
8,193
-332
| -4% | -$10.3K | 0.01% | 779 |
|
|
2013
Q4 | $287K | Sell |
8,525
-155
| -2% | -$5.22K | 0.01% | 727 |
|
|
2013
Q3 | $258K | Buy |
8,680
+410
| +5% | +$12.2K | 0.01% | 770 |
|
|
2013
Q2 | $237K | Buy |
+8,270
| New | +$237K | 0.01% | 811 |
|