Creative Planning’s Biglari Holdings Class B BH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-15
| Closed | -$5K | – | 4497 |
|
|
2016
Q4 | $5K | Buy |
+15
| New | +$5K | ﹤0.01% | 3853 |
|
|
2016
Q1 | – | Sell |
-42
| Closed | -$9K | – | 4200 |
|
|
2015
Q4 | $9K | Sell |
42
-108
| -72% | -$23.1K | ﹤0.01% | 3296 |
|
|
2015
Q3 | $37K | Buy |
+150
| New | +$37K | ﹤0.01% | 2253 |
|
|
2015
Q2 | – | Sell |
-150
| Closed | -$41K | – | 1247 |
|
|
2015
Q1 | $41K | Hold |
150
| – | – | ﹤0.01% | 2140 |
|
|
2014
Q4 | $40K | Buy |
+150
| New | +$40K | ﹤0.01% | 2128 |
|