Creative Planning’s AmTrust Financial Services, Inc. AFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-18,392
| Closed | -$248K | – | 2014 |
|
|
2017
Q3 | $248K | Buy |
18,392
+2,479
| +16% | +$33.4K | ﹤0.01% | 1446 |
|
|
2017
Q2 | $241K | Buy |
15,913
+41
| +0.3% | +$621 | ﹤0.01% | 1398 |
|
|
2017
Q1 | $293K | Sell |
15,872
-718
| -4% | -$13.3K | ﹤0.01% | 1270 |
|
|
2016
Q4 | $454K | Buy |
16,590
+406
| +3% | +$11.1K | ﹤0.01% | 961 |
|
|
2016
Q3 | $434K | Sell |
16,184
-2,108
| -12% | -$56.5K | ﹤0.01% | 962 |
|
|
2016
Q2 | $448K | Buy |
18,292
+6,400
| +54% | +$157K | ﹤0.01% | 829 |
|
|
2016
Q1 | $308K | Buy |
11,892
+420
| +4% | +$10.9K | ﹤0.01% | 981 |
|
|
2015
Q4 | $353K | Buy |
11,472
+3,982
| +53% | +$123K | ﹤0.01% | 915 |
|
|
2015
Q3 | $236K | Buy |
+7,490
| New | +$236K | ﹤0.01% | 1094 |
|
|
2015
Q2 | – | Sell |
-5,238
| Closed | -$149K | – | 3442 |
|
|
2015
Q1 | $149K | Buy |
5,238
+416
| +9% | +$11.8K | ﹤0.01% | 1341 |
|
|
2014
Q4 | $136K | Buy |
4,822
+3,000
| +165% | +$84.6K | ﹤0.01% | 1368 |
|
|
2014
Q3 | $36K | Hold |
1,822
| – | – | ﹤0.01% | 2135 |
|
|
2014
Q2 | $38K | Buy |
1,822
+854
| +88% | +$17.8K | ﹤0.01% | 2047 |
|
|
2014
Q1 | $18K | Hold |
968
| – | – | ﹤0.01% | 2426 |
|
|
2013
Q4 | $16K | Sell |
968
-516
| -35% | -$8.53K | ﹤0.01% | 2333 |
|
|
2013
Q3 | $29K | Sell |
1,484
-1,464
| -50% | -$28.6K | ﹤0.01% | 1877 |
|
|
2013
Q2 | $48K | Buy |
+2,948
| New | +$48K | ﹤0.01% | 1410 |
|