Creative Planning’s Audacy, Inc. AUD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-208,528
| Closed | -$336K | – | 2208 |
|
|
2020
Q3 | $336K | Sell |
208,528
-51,337
| -20% | -$82.7K | ﹤0.01% | 1329 |
|
|
2020
Q2 | $359K | Buy |
+259,865
| New | +$359K | ﹤0.01% | 1190 |
|
|
2020
Q1 | – | Sell |
-50,332
| Closed | -$234K | – | 1954 |
|
|
2019
Q4 | $234K | Buy |
50,332
+20,875
| +71% | +$97.1K | ﹤0.01% | 1545 |
|
|
2019
Q3 | $98K | Buy |
29,457
+11,805
| +67% | +$39.3K | ﹤0.01% | 1711 |
|
|
2019
Q2 | $102K | Buy |
+17,652
| New | +$102K | ﹤0.01% | 1731 |
|
|
2016
Q3 | – | Sell |
-10
| Closed | – | – | 4554 |
|
|
2016
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4387 |
|