Creative Planning’s Belmond Ltd. BEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$27K | – | 4192 |
|
|
2017
Q2 | $27K | Buy |
2,000
+1,724
| +625% | +$23.3K | ﹤0.01% | 2947 |
|
|
2017
Q1 | $3K | Buy |
+276
| New | +$3K | ﹤0.01% | 4146 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$1K | – | 3399 |
|
|
2015
Q1 | $1K | Sell |
100
-235
| -70% | -$2.35K | ﹤0.01% | 3969 |
|
|
2014
Q4 | $4K | Buy |
335
+133
| +66% | +$1.59K | ﹤0.01% | 3557 |
|
|
2014
Q3 | $2K | Buy |
+202
| New | +$2K | ﹤0.01% | 3621 |
|
|
2014
Q2 | – | Sell |
-202
| Closed | -$3K | – | 3893 |
|
|
2014
Q1 | $3K | Hold |
202
| – | – | ﹤0.01% | 3216 |
|
|
2013
Q4 | $3K | Buy |
+202
| New | +$3K | ﹤0.01% | 3039 |
|