Creative Planning’s Altera Corp ALTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,991
| Closed | -$100K | – | 4789 |
|
|
2015
Q3 | $100K | Buy |
+1,991
| New | +$99K | ﹤0.01% | 1602 |
|
|
2015
Q2 | – | Sell |
-2,161
| Closed | -$93K | – | 3956 |
|
|
2015
Q1 | $93K | Sell |
2,161
-325
| -13% | -$11.6K | ﹤0.01% | 1618 |
|
|
2014
Q4 | $92K | Buy |
2,486
+39
| +2% | +$1.38K | ﹤0.01% | 1595 |
|
|
2014
Q3 | $88K | Buy |
2,447
+21
| +0.9% | +$731 | ﹤0.01% | 1566 |
|
|
2014
Q2 | $84K | Buy |
2,426
+255
| +12% | +$8.62K | ﹤0.01% | 1554 |
|
|
2014
Q1 | $79K | Sell |
2,171
-100
| -4% | -$3.43K | ﹤0.01% | 1537 |
|
|
2013
Q4 | $74K | Sell |
2,271
-20
| -0.9% | -$670 | ﹤0.01% | 1367 |
|
|
2013
Q3 | $85K | Buy |
2,291
+120
| +6% | +$4.3K | ﹤0.01% | 1212 |
|
|
2013
Q2 | $72K | Buy |
+2,171
| New | +$71.2K | ﹤0.01% | 1176 |
|