Creative Planning’s Bel Fuse Class A BELFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-573
| Closed | -$12K | – | 2021 |
|
|
2017
Q2 | $12K | Hold |
573
| – | – | ﹤0.01% | 3458 |
|
|
2017
Q1 | $13K | Buy |
573
+300
| +110% | +$6.81K | ﹤0.01% | 3371 |
|
|
2016
Q4 | $7K | Hold |
273
| – | – | ﹤0.01% | 3673 |
|
|
2016
Q3 | $6K | Hold |
273
| – | – | ﹤0.01% | 3706 |
|
|
2016
Q2 | $4K | Hold |
273
| – | – | ﹤0.01% | 3655 |
|
|
2016
Q1 | $4K | Hold |
273
| – | – | ﹤0.01% | 3617 |
|
|
2015
Q4 | $4K | Hold |
273
| – | – | ﹤0.01% | 3693 |
|
|
2015
Q3 | $5K | Buy |
+273
| New | +$5K | ﹤0.01% | 3532 |
|
|
2015
Q2 | – | Sell |
-273
| Closed | -$5K | – | 1230 |
|
|
2015
Q1 | $5K | Hold |
273
| – | – | ﹤0.01% | 3447 |
|
|
2014
Q4 | $7K | Hold |
273
| – | – | ﹤0.01% | 3237 |
|
|
2014
Q3 | $7K | Hold |
273
| – | – | ﹤0.01% | 3065 |
|
|
2014
Q2 | $7K | Hold |
273
| – | – | ﹤0.01% | 2957 |
|
|
2014
Q1 | $5K | Hold |
273
| – | – | ﹤0.01% | 2990 |
|
|
2013
Q4 | $5K | Hold |
273
| – | – | ﹤0.01% | 2823 |
|
|
2013
Q3 | $5K | Hold |
273
| – | – | ﹤0.01% | 2712 |
|
|
2013
Q2 | $4K | Buy |
+273
| New | +$4K | ﹤0.01% | 2609 |
|