Creative Planning’s Arrow Financial AROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,129
| Closed | -$203K | – | 3005 |
|
|
2024
Q1 | $203K | Buy |
8,129
+191
| +2% | +$4.78K | ﹤0.01% | 2549 |
|
|
2023
Q4 | $222K | Sell |
7,938
-2,175
| -22% | -$60.8K | ﹤0.01% | 2329 |
|
|
2023
Q3 | $172K | Sell |
10,113
-5,748
| -36% | -$97.8K | ﹤0.01% | 2279 |
|
|
2023
Q2 | $310K | Buy |
15,861
+4,086
| +35% | +$79.9K | ﹤0.01% | 1882 |
|
|
2023
Q1 | $285K | Buy |
11,775
+2,047
| +21% | +$49.5K | ﹤0.01% | 1852 |
|
|
2022
Q4 | $320K | Buy |
9,728
+28
| +0.3% | +$922 | ﹤0.01% | 1669 |
|
|
2022
Q3 | $271K | Sell |
9,700
-387
| -4% | -$10.8K | ﹤0.01% | 1706 |
|
|
2022
Q2 | $302K | Buy |
+10,087
| New | +$302K | ﹤0.01% | 1599 |
|
|
2017
Q3 | – | Sell |
-33
| Closed | -$1K | – | 1957 |
|
|
2017
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 4305 |
|
|
2017
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 4301 |
|
|
2016
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 4264 |
|
|
2016
Q3 | $1K | Sell |
33
-1
| -3% | -$30 | ﹤0.01% | 4203 |
|
|
2016
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 4022 |
|
|
2016
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 3989 |
|
|
2015
Q4 | $1K | Sell |
34
-6,719
| -99% | -$198K | ﹤0.01% | 4065 |
|
|
2015
Q3 | $142K | Buy |
+6,753
| New | +$142K | ﹤0.01% | 1369 |
|
|
2015
Q2 | – | Sell |
-2,858
| Closed | -$60K | – | 1166 |
|
|
2015
Q1 | $60K | Hold |
2,858
| – | – | ﹤0.01% | 1875 |
|
|
2014
Q4 | $61K | Hold |
2,858
| – | – | ﹤0.01% | 1852 |
|
|
2014
Q3 | $55K | Buy |
2,858
+2,822
| +7,839% | +$54.3K | ﹤0.01% | 1839 |
|
|
2014
Q2 | $1K | Sell |
36
-1,128
| -97% | -$31.3K | ﹤0.01% | 3500 |
|
|
2014
Q1 | $23K | Buy |
1,164
+1,128
| +3,133% | +$22.3K | ﹤0.01% | 2256 |
|
|
2013
Q4 | $1K | Sell |
36
-785
| -96% | -$21.8K | ﹤0.01% | 3191 |
|
|
2013
Q3 | $16K | Buy |
+821
| New | +$16K | ﹤0.01% | 2208 |
|