Creative Planning’s Bancroft Fund BCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-106
| Closed | -$2K | – | 2017 |
|
|
2017
Q2 | $2K | Buy |
106
+1
| +1% | +$19 | ﹤0.01% | 4196 |
|
|
2017
Q1 | $2K | Buy |
105
+1
| +1% | +$19 | ﹤0.01% | 4178 |
|
|
2016
Q4 | $2K | Buy |
104
+3
| +3% | +$58 | ﹤0.01% | 4134 |
|
|
2016
Q3 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 4080 |
|