Creative Planning’s Atlas Financial Holdings, Inc. Ordinary Shares AFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-900
| Closed | -$16K | – | 4780 |
|
|
2016
Q4 | $16K | Hold |
900
| – | – | ﹤0.01% | 3200 |
|
|
2016
Q3 | $14K | Hold |
900
| – | – | ﹤0.01% | 3249 |
|
|
2016
Q2 | $15K | Buy |
+900
| New | +$15K | ﹤0.01% | 2961 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$3K | – | 4509 |
|
|
2015
Q3 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 3801 |
|
|
2015
Q2 | – | Sell |
-150
| Closed | -$3K | – | 3291 |
|
|
2015
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 3706 |
|
|
2014
Q4 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 3778 |
|