YorkBridge Wealth Partners’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 |
-1,215
| Closed | -$54K | – | 806 |
|
|
2018
Q3 | $54K | Hold |
1,215
| – | – | 0.02% | 349 |
|
|
2018
Q2 | $43K | Hold |
1,215
| – | – | 0.02% | 379 |
|
|
2018
Q1 | $42K | Hold |
1,215
| – | – | 0.02% | 387 |
|
|
2017
Q4 | $41K | Hold |
1,215
| – | – | 0.02% | 393 |
|
|
2017
Q3 | $41K | Hold |
1,215
| – | – | 0.02% | 399 |
|
|
2017
Q2 | $42K | Hold |
1,215
| – | – | 0.02% | 390 |
|
|
2017
Q1 | $40K | Hold |
1,215
| – | – | 0.02% | 396 |
|
|
2016
Q4 | $39K | Buy |
+1,215
| New | +$39K | 0.02% | 393 |
|