Waverly Advisors’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-271
| Closed | -$9K | – | 403 |
|
|
2017
Q4 | $9K | Buy |
+271
| New | +$9K | ﹤0.01% | 336 |
|
|
2014
Q4 | – | Sell |
-231
| Closed | -$6K | – | 778 |
|
|
2014
Q3 | $6K | Hold |
231
| – | – | ﹤0.01% | 609 |
|
|
2014
Q2 | $7K | Hold |
231
| – | – | ﹤0.01% | 539 |
|
|
2014
Q1 | $7K | Hold |
231
| – | – | ﹤0.01% | 503 |
|
|
2013
Q4 | $8K | Buy |
+231
| New | +$8K | ﹤0.01% | 606 |
|