WealthSource Partners’s Cal-Maine CALM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,830
| Closed | -$302K | – | 289 |
|
|
2016
Q4 | $302K | Sell |
6,830
-2,680
| -28% | -$119K | 0.13% | 170 |
|
|
2016
Q3 | $367K | Hold |
9,510
| – | – | 0.13% | 154 |
|
|
2016
Q2 | $421K | Sell |
9,510
-45
| -0.5% | -$1.99K | 0.16% | 134 |
|
|
2016
Q1 | $496K | Buy |
+9,555
| New | +$496K | 0.2% | 99 |
|