Willingdon Wealth Management’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 |
-1,900
| Closed | -$84K | – | 435 |
|
|
2018
Q3 | $84K | Hold |
1,900
| – | – | 0.02% | 174 |
|
|
2018
Q2 | $68K | Hold |
1,900
| – | – | 0.02% | 170 |
|
|
2018
Q1 | $64K | Hold |
1,900
| – | – | 0.02% | 155 |
|
|
2017
Q4 | $63K | Hold |
1,900
| – | – | 0.02% | 150 |
|
|
2017
Q3 | $63K | Buy |
+1,900
| New | +$63K | 0.02% | 144 |
|