Wealthspire Advisors (Maryland)’s CalAtlantic Group, Inc. CAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-176
| Closed | -$10K | – | 2750 |
|
|
2017
Q4 | $10K | Sell |
176
-1,215
| -87% | -$69K | ﹤0.01% | 1608 |
|
|
2017
Q3 | $51K | Sell |
1,391
-4
| -0.3% | -$147 | 0.01% | 982 |
|
|
2017
Q2 | $49K | Buy |
1,395
+1,337
| +2,305% | +$47K | 0.01% | 957 |
|
|
2017
Q1 | $2K | Buy |
58
+40
| +222% | +$1.38K | ﹤0.01% | 1749 |
|
|
2016
Q4 | $1K | Sell |
18
-1,382
| -99% | -$76.8K | ﹤0.01% | 1727 |
|
|
2016
Q3 | $47K | Sell |
1,400
-635
| -31% | -$21.3K | 0.01% | 796 |
|
|
2016
Q2 | $75K | Buy |
2,035
+877
| +76% | +$32.3K | 0.01% | 621 |
|
|
2016
Q1 | $39K | Buy |
1,158
+238
| +26% | +$8.02K | 0.01% | 772 |
|
|
2015
Q4 | $35K | Buy |
+920
| New | +$35K | 0.01% | 811 |
|