Creative Planning’s Alere Inc ALR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,056
| Closed | -$153K | – | 4399 |
|
|
2017
Q2 | $153K | Hold |
3,056
| – | – | ﹤0.01% | 1672 |
|
|
2017
Q1 | $121K | Hold |
3,056
| – | – | ﹤0.01% | 1826 |
|
|
2016
Q4 | $119K | Hold |
3,056
| – | – | ﹤0.01% | 1735 |
|
|
2016
Q3 | $132K | Buy |
3,056
+292
| +11% | +$12.6K | ﹤0.01% | 1650 |
|
|
2016
Q2 | $115K | Sell |
2,764
-619
| -18% | -$25.8K | ﹤0.01% | 1580 |
|
|
2016
Q1 | $171K | Sell |
3,383
-1,848
| -35% | -$93.4K | ﹤0.01% | 1288 |
|
|
2015
Q4 | $204K | Buy |
5,231
+100
| +2% | +$3.9K | ﹤0.01% | 1179 |
|
|
2015
Q3 | $247K | Buy |
+5,131
| New | +$247K | ﹤0.01% | 1070 |
|
|
2015
Q2 | – | Sell |
-5,131
| Closed | -$251K | – | 3553 |
|
|
2015
Q1 | $251K | Sell |
5,131
-4,180
| -45% | -$204K | ﹤0.01% | 1074 |
|
|
2014
Q4 | $354K | Sell |
9,311
-251
| -3% | -$9.54K | ﹤0.01% | 851 |
|
|
2014
Q3 | $371K | Sell |
9,562
-6,004
| -39% | -$233K | ﹤0.01% | 774 |
|
|
2014
Q2 | $582K | Buy |
15,566
+14,873
| +2,146% | +$556K | 0.01% | 582 |
|
|
2014
Q1 | $24K | Buy |
693
+133
| +24% | +$4.61K | ﹤0.01% | 2249 |
|
|
2013
Q4 | $20K | Hold |
560
| – | – | ﹤0.01% | 2200 |
|
|
2013
Q3 | $17K | Hold |
560
| – | – | ﹤0.01% | 2194 |
|
|
2013
Q2 | $14K | Buy |
+560
| New | +$14K | ﹤0.01% | 2127 |
|