YWP
CAA

YorkBridge Wealth Partners’s CalAtlantic Group, Inc. CAA Stock Holding History

YorkBridge Wealth Partners’s Portfolio CAA Stock Details CAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-48
Closed -$2K – 935
2017
Q1 		$2K Buy
48
+10
+26% +$417 ﹤0.01% 804
2016
Q4 		$1K Buy
+38
New +$1K ﹤0.01% 872