Winslow Evans & Crocker’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 |
-726
| Closed | -$34K | – | 1161 |
|
|
2018
Q3 | $34K | Hold |
726
| – | – | 0.01% | 559 |
|
|
2018
Q2 | $26K | Hold |
726
| – | – | 0.01% | 632 |
|
|
2018
Q1 | $24.6K | Hold |
726
| – | – | 0.01% | 607 |
|
|
2017
Q4 | $24.2K | Hold |
726
| – | – | 0.01% | 624 |
|
|
2017
Q3 | $24.2K | Hold |
726
| – | – | 0.01% | 612 |
|
|
2017
Q2 | $25K | Hold |
726
| – | – | 0.01% | 707 |
|
|
2017
Q1 | $23K | Hold |
726
| – | – | 0.01% | 701 |
|
|
2016
Q4 | $23.1K | Hold |
726
| – | – | 0.01% | 691 |
|
|
2016
Q3 | $24K | Hold |
726
| – | – | 0.01% | 694 |
|
|
2016
Q2 | $23.8K | Hold |
726
| – | – | 0.01% | 660 |
|
|
2016
Q1 | $22.4K | Hold |
726
| – | – | 0.01% | 674 |
|
|
2015
Q4 | $20.7K | Hold |
726
| – | – | 0.01% | 738 |
|
|
2015
Q3 | $19.8K | Hold |
726
| – | – | 0.01% | 724 |
|
|
2015
Q2 | $21.3K | Hold |
726
| – | – | 0.01% | 744 |
|
|
2015
Q1 | $23.7K | Hold |
726
| – | – | 0.01% | 693 |
|
|
2014
Q4 | $22.1K | Sell |
726
-1,200
| -62% | -$36.5K | 0.01% | 706 |
|
|
2014
Q3 | $53.8K | Sell |
1,926
-1,097
| -36% | -$30.7K | 0.02% | 542 |
|
|
2014
Q2 | $86.9K | Buy |
3,023
+97
| +3% | +$2.79K | 0.03% | 396 |
|
|
2014
Q1 | $90.6K | Hold |
2,926
| – | – | 0.03% | 368 |
|
|
2013
Q4 | $98K | Buy |
+2,926
| New | +$98K | 0.03% | 374 |
|