Creative Planning’s American Shared Hospital Services AMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-65,250
| Closed | -$169K | – | 1903 |
|
2017
Q4 | $169K | Buy |
65,250
+38,500
| +144% | +$99.7K | ﹤0.01% | 1641 |
|
2017
Q3 | $76K | Buy |
26,750
+500
| +2% | +$1.42K | ﹤0.01% | 1728 |
|
2017
Q2 | $102K | Buy |
26,250
+19,630
| +297% | +$76.3K | ﹤0.01% | 1967 |
|
2017
Q1 | $29K | Hold |
6,620
| – | – | ﹤0.01% | 2828 |
|
2016
Q4 | $22K | Hold |
6,620
| – | – | ﹤0.01% | 2967 |
|
2016
Q3 | $21K | Buy |
6,620
+2,000
| +43% | +$6.34K | ﹤0.01% | 2989 |
|
2016
Q2 | $9K | Hold |
4,620
| – | – | ﹤0.01% | 3245 |
|
2016
Q1 | $10K | Hold |
4,620
| – | – | ﹤0.01% | 3180 |
|
2015
Q4 | $9K | Hold |
4,620
| – | – | ﹤0.01% | 3293 |
|
2015
Q3 | $9K | Buy |
+4,620
| New | +$9K | ﹤0.01% | 3218 |
|
2015
Q2 | – | Sell |
-4,620
| Closed | -$12K | – | 1135 |
|
2015
Q1 | $12K | Hold |
4,620
| – | – | ﹤0.01% | 3029 |
|
2014
Q4 | $13K | Hold |
4,620
| – | – | ﹤0.01% | 2910 |
|
2014
Q3 | $10K | Hold |
4,620
| – | – | ﹤0.01% | 2887 |
|
2014
Q2 | $12K | Buy |
+4,620
| New | +$12K | ﹤0.01% | 2717 |
|