Avantax Planning Partners’s Cirrus Logic CRUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,100
| Closed | -$126K | – | 487 |
|
|
2018
Q1 | $126K | Sell |
3,100
-4,500
| -59% | -$183K | 0.01% | 366 |
|
|
2017
Q4 | $394K | Hold |
7,600
| – | – | 0.04% | 192 |
|
|
2017
Q3 | $405K | Hold |
7,600
| – | – | 0.03% | 236 |
|
|
2017
Q2 | $477K | Sell |
7,600
-2,400
| -24% | -$151K | 0.04% | 198 |
|
|
2017
Q1 | $607K | Sell |
10,000
-1,000
| -9% | -$60.7K | 0.05% | 161 |
|
|
2016
Q4 | $622K | Buy |
+11,000
| New | +$622K | 0.07% | 140 |
|