Creative Planning’s Apex Global Brands Inc. Common Stock APEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-33
| Closed | -$11K | – | 4777 |
|
|
2016
Q4 | $11K | Buy |
+33
| New | +$11K | ﹤0.01% | 3464 |
|
|
2016
Q3 | – | Sell |
-10
| Closed | -$3K | – | 4570 |
|
|
2016
Q2 | $3K | Sell |
10
-3
| -23% | -$900 | ﹤0.01% | 3843 |
|
|
2016
Q1 | $7K | Buy |
13
+3
| +30% | +$1.62K | ﹤0.01% | 3392 |
|
|
2015
Q4 | $5K | Hold |
10
| – | – | ﹤0.01% | 3656 |
|
|
2015
Q3 | $5K | Buy |
+10
| New | +$5K | ﹤0.01% | 3601 |
|
|
2015
Q2 | – | Sell |
-10
| Closed | -$6K | – | 3272 |
|
|
2015
Q1 | $6K | Hold |
10
| – | – | ﹤0.01% | 3422 |
|
|
2014
Q4 | $6K | Hold |
10
| – | – | ﹤0.01% | 3370 |
|
|
2014
Q3 | $5K | Hold |
10
| – | – | ﹤0.01% | 3270 |
|
|
2014
Q2 | $5K | Buy |
+10
| New | +$5K | ﹤0.01% | 3172 |
|