West Oak Capital’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-118
| Closed | -$5.21K | – | 370 |
|
|
2018
Q3 | $5.21K | Buy |
+118
| New | +$5.21K | ﹤0.01% | 295 |
|
|
2017
Q3 | – | Sell |
-2,103
| Closed | -$72.5K | – | 367 |
|
|
2017
Q2 | $72.5K | Hold |
2,103
| – | – | 0.04% | 161 |
|
|
2017
Q1 | $66.7K | Hold |
2,103
| – | – | 0.04% | 166 |
|
|
2016
Q4 | $66.8K | Buy |
2,103
+500
| +31% | +$15.9K | 0.04% | 165 |
|
|
2016
Q3 | $53K | Buy |
1,603
+190
| +13% | +$6.29K | 0.04% | 174 |
|
|
2016
Q2 | $46.4K | Buy |
+1,413
| New | +$46.4K | 0.03% | 169 |
|