Creative Planning’s ARC Document Solutions, Inc. ARC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$4K | – | 4471 |
|
|
2017
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 4074 |
|
|
2017
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 4163 |
|
|
2016
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 3933 |
|
|
2016
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 3942 |
|
|
2016
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 3748 |
|
|
2016
Q1 | $5K | Sell |
1,000
-200
| -17% | -$1K | ﹤0.01% | 3596 |
|
|
2015
Q4 | $5K | Sell |
1,200
-200
| -14% | -$833 | ﹤0.01% | 3675 |
|
|
2015
Q3 | $8K | Buy |
+1,400
| New | +$8K | ﹤0.01% | 3361 |
|
|
2015
Q2 | – | Sell |
-1,200
| Closed | -$11K | – | 3930 |
|
|
2015
Q1 | $11K | Hold |
1,200
| – | – | ﹤0.01% | 3125 |
|
|
2014
Q4 | $12K | Buy |
1,200
+200
| +20% | +$2K | ﹤0.01% | 3003 |
|
|
2014
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 3056 |
|
|
2014
Q2 | $6K | Sell |
1,000
-200
| -17% | -$1.2K | ﹤0.01% | 3099 |
|
|
2014
Q1 | $9K | Buy |
1,200
+200
| +20% | +$1.5K | ﹤0.01% | 2778 |
|
|
2013
Q4 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 2693 |
|
|
2013
Q3 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 2772 |
|
|
2013
Q2 | $4K | Buy |
+1,000
| New | +$4K | ﹤0.01% | 2677 |
|