Creative Planning’s Almost Family Inc AFAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-700
| Closed | -$31K | – | 4926 |
|
|
2016
Q4 | $31K | Buy |
+700
| New | +$31K | ﹤0.01% | 2747 |
|
|
2015
Q2 | – | Sell |
-221
| Closed | -$10K | – | 4049 |
|
|
2015
Q1 | $10K | Buy |
+221
| New | +$10K | ﹤0.01% | 3184 |
|
|
2014
Q3 | – | Sell |
-1,819
| Closed | -$40K | – | 4201 |
|
|
2014
Q2 | $40K | Sell |
1,819
-1,900
| -51% | -$41.8K | ﹤0.01% | 2012 |
|
|
2014
Q1 | $86K | Buy |
3,719
+2,400
| +182% | +$55.5K | ﹤0.01% | 1494 |
|
|
2013
Q4 | $43K | Hold |
1,319
| – | – | ﹤0.01% | 1726 |
|
|
2013
Q3 | $26K | Hold |
1,319
| – | – | ﹤0.01% | 1953 |
|
|
2013
Q2 | $25K | Buy |
+1,319
| New | +$25K | ﹤0.01% | 1812 |
|