Wealthspire Advisors (Maryland)’s Canon, Inc. CAJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-674
| Closed | -$20K | – | 2292 |
|
|
2019
Q1 | $20K | Buy |
674
+20
| +3% | +$593 | ﹤0.01% | 1288 |
|
|
2018
Q4 | $18K | Sell |
654
-119
| -15% | -$3.28K | ﹤0.01% | 1254 |
|
|
2018
Q3 | $24K | Buy |
773
+94
| +14% | +$2.92K | ﹤0.01% | 1237 |
|
|
2018
Q2 | $22K | Buy |
679
+69
| +11% | +$2.24K | ﹤0.01% | 1285 |
|
|
2018
Q1 | $22K | Hold |
610
| – | – | ﹤0.01% | 1269 |
|
|
2017
Q4 | $23K | Buy |
610
+58
| +11% | +$2.19K | ﹤0.01% | 1290 |
|
|
2017
Q3 | $19K | Buy |
552
+43
| +8% | +$1.48K | ﹤0.01% | 1318 |
|
|
2017
Q2 | $17K | Buy |
509
+110
| +28% | +$3.67K | ﹤0.01% | 1330 |
|
|
2017
Q1 | $12K | Buy |
399
+359
| +898% | +$10.8K | ﹤0.01% | 1281 |
|
|
2016
Q4 | $1K | Sell |
40
-20
| -33% | -$500 | ﹤0.01% | 1700 |
|
|
2016
Q3 | $2K | Sell |
60
-279
| -82% | -$9.3K | ﹤0.01% | 1581 |
|
|
2016
Q2 | $10K | Buy |
339
+36
| +12% | +$1.06K | ﹤0.01% | 1211 |
|
|
2016
Q1 | $9K | Sell |
303
-148
| -33% | -$4.4K | ﹤0.01% | 1220 |
|
|
2015
Q4 | $14K | Buy |
+451
| New | +$14K | ﹤0.01% | 1100 |
|