Creative Planning’s Briggs & Stratton Corp. BGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-69,843
| Closed | -$91K | – | 2046 |
|
|
2020
Q2 | $91K | Buy |
69,843
+19,743
| +39% | +$25.7K | ﹤0.01% | 1654 |
|
|
2020
Q1 | $91K | Buy |
+50,100
| New | +$91K | ﹤0.01% | 1532 |
|
|
2017
Q3 | – | Sell |
-280
| Closed | -$7K | – | 4076 |
|
|
2017
Q2 | $7K | Sell |
280
-300
| -52% | -$7.5K | ﹤0.01% | 3808 |
|
|
2017
Q1 | $13K | Buy |
580
+300
| +107% | +$6.72K | ﹤0.01% | 3408 |
|
|
2016
Q4 | $6K | Sell |
280
-116
| -29% | -$2.49K | ﹤0.01% | 3815 |
|
|
2016
Q3 | $7K | Hold |
396
| – | – | ﹤0.01% | 3676 |
|
|
2016
Q2 | $8K | Buy |
396
+116
| +41% | +$2.34K | ﹤0.01% | 3365 |
|
|
2016
Q1 | $7K | Sell |
280
-200
| -42% | -$5K | ﹤0.01% | 3393 |
|
|
2015
Q4 | $8K | Hold |
480
| – | – | ﹤0.01% | 3408 |
|
|
2015
Q3 | $9K | Buy |
+480
| New | +$9K | ﹤0.01% | 3252 |
|
|
2015
Q2 | – | Sell |
-480
| Closed | -$10K | – | 3296 |
|
|
2015
Q1 | $10K | Sell |
480
-402
| -46% | -$8.38K | ﹤0.01% | 3163 |
|
|
2014
Q4 | $18K | Sell |
882
-180
| -17% | -$3.67K | ﹤0.01% | 2717 |
|
|
2014
Q3 | $19K | Buy |
1,062
+782
| +279% | +$14K | ﹤0.01% | 2562 |
|
|
2014
Q2 | $6K | Hold |
280
| – | – | ﹤0.01% | 3070 |
|
|
2014
Q1 | $6K | Sell |
280
-720
| -72% | -$15.4K | ﹤0.01% | 2958 |
|
|
2013
Q4 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 2133 |
|
|
2013
Q3 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 2114 |
|
|
2013
Q2 | $20K | Buy |
+1,000
| New | +$20K | ﹤0.01% | 1938 |
|