Waverly Advisors’s CATAMARAN CORP COM STK (CDA) CTRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,592
| Closed | -$67K | – | 763 |
|
|
2014
Q3 | $67K | Hold |
1,592
| – | – | 0.04% | 188 |
|
|
2014
Q2 | $70K | Buy |
1,592
+92
| +6% | +$4.05K | 0.03% | 194 |
|
|
2014
Q1 | $67K | Hold |
1,500
| – | – | 0.03% | 192 |
|
|
2013
Q4 | $71K | Buy |
+1,500
| New | +$71K | 0.03% | 285 |
|