Waldron Private Wealth’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,619
| Closed | -$232K | – | 138 |
|
|
2014
Q4 | $232K | Buy |
7,619
+15
| +0.2% | +$457 | 0.1% | 106 |
|
|
2014
Q3 | $212K | Sell |
7,604
-84
| -1% | -$2.34K | 0.1% | 105 |
|
|
2014
Q2 | $221K | Sell |
7,688
-253
| -3% | -$7.27K | 0.1% | 109 |
|
|
2014
Q1 | $246K | Sell |
7,941
-143
| -2% | -$4.43K | 0.12% | 92 |
|
|
2013
Q4 | $272K | Buy |
+8,084
| New | +$272K | 0.12% | 79 |
|