Creative Planning’s ALTERA CORP ALTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-1,991
Closed -$100K 4619
2015
Q3
$100K Buy
+1,991
New +$100K ﹤0.01% 1593
2015
Q2
Sell
-2,161
Closed -$93K 3793
2015
Q1
$93K Sell
2,161
-325
-13% -$14K ﹤0.01% 1608
2014
Q4
$92K Buy
2,486
+39
+2% +$1.44K ﹤0.01% 1583
2014
Q3
$88K Buy
2,447
+21
+0.9% +$755 ﹤0.01% 1554
2014
Q2
$84K Buy
2,426
+255
+12% +$8.83K ﹤0.01% 1538
2014
Q1
$79K Sell
2,171
-100
-4% -$3.64K ﹤0.01% 1532
2013
Q4
$74K Sell
2,271
-20
-0.9% -$652 ﹤0.01% 1367
2013
Q3
$85K Buy
2,291
+120
+6% +$4.45K ﹤0.01% 1212
2013
Q2
$72K Buy
+2,171
New +$72K ﹤0.01% 1176