Creative Planning’s ArrowMark Financial BANX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,656
| Closed | -$205K | – | 1824 |
|
|
2020
Q1 | $205K | Sell |
12,656
-1,740
| -12% | -$28.2K | ﹤0.01% | 1366 |
|
|
2019
Q4 | $321K | Sell |
14,396
-553
| -4% | -$12.3K | ﹤0.01% | 1359 |
|
|
2019
Q3 | $331K | Sell |
14,949
-317
| -2% | -$7.02K | ﹤0.01% | 1292 |
|
|
2019
Q2 | $333K | Sell |
15,266
-949
| -6% | -$20.7K | ﹤0.01% | 1299 |
|
|
2019
Q1 | $347K | Sell |
16,215
-1,542
| -9% | -$33K | ﹤0.01% | 1239 |
|
|
2018
Q4 | $343K | Sell |
17,757
-1,547
| -8% | -$29.9K | ﹤0.01% | 1153 |
|
|
2018
Q3 | $433K | Sell |
19,304
-355
| -2% | -$7.96K | ﹤0.01% | 1163 |
|
|
2018
Q2 | $450K | Buy |
19,659
+44
| +0.2% | +$1.01K | ﹤0.01% | 1115 |
|
|
2018
Q1 | $427K | Buy |
19,615
+1,672
| +9% | +$36.4K | ﹤0.01% | 1148 |
|
|
2017
Q4 | $361K | Sell |
17,943
-968
| -5% | -$19.5K | ﹤0.01% | 1250 |
|
|
2017
Q3 | $390K | Sell |
18,911
-632
| -3% | -$13K | ﹤0.01% | 1161 |
|
|
2017
Q2 | $399K | Sell |
19,543
-1,079
| -5% | -$22K | ﹤0.01% | 1129 |
|
|
2017
Q1 | $416K | Sell |
20,622
-6,802
| -25% | -$137K | ﹤0.01% | 1085 |
|
|
2016
Q4 | $513K | Buy |
+27,424
| New | +$513K | ﹤0.01% | 909 |
|