Waldron Private Wealth’s CATAMARAN CORP COM STK (CDA) CTRX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-4,602
Closed -$203K 131
2014
Q2
$203K Sell
4,602
-1,978
-30% -$87.3K 0.09% 119
2014
Q1
$295K Hold
6,580
0.14% 70
2013
Q4
$312K Buy
+6,580
New +$312K 0.14% 66