Creative Planning’s Sotheby's BID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,182
| Closed | -$117K | – | 4154 |
|
|
2017
Q2 | $117K | Sell |
2,182
-100
| -4% | -$5.36K | ﹤0.01% | 1871 |
|
|
2017
Q1 | $104K | Buy |
2,282
+100
| +5% | +$4.56K | ﹤0.01% | 1919 |
|
|
2016
Q4 | $87K | Buy |
2,182
+200
| +10% | +$7.97K | ﹤0.01% | 1949 |
|
|
2016
Q3 | $75K | Sell |
1,982
-741
| -27% | -$28K | ﹤0.01% | 2043 |
|
|
2016
Q2 | $75K | Buy |
2,723
+1,038
| +62% | +$28.6K | ﹤0.01% | 1847 |
|
|
2016
Q1 | $45K | Buy |
1,685
+30
| +2% | +$801 | ﹤0.01% | 2171 |
|
|
2015
Q4 | $43K | Buy |
1,655
+1,484
| +868% | +$38.6K | ﹤0.01% | 2219 |
|
|
2015
Q3 | $5K | Buy |
+171
| New | +$5K | ﹤0.01% | 3605 |
|
|
2015
Q2 | – | Sell |
-2,151
| Closed | -$91K | – | 3368 |
|
|
2015
Q1 | $91K | Buy |
2,151
+33
| +2% | +$1.4K | ﹤0.01% | 1624 |
|
|
2014
Q4 | $91K | Sell |
2,118
-61
| -3% | -$2.62K | ﹤0.01% | 1588 |
|
|
2014
Q3 | $78K | Buy |
2,179
+1,923
| +751% | +$68.8K | ﹤0.01% | 1628 |
|
|
2014
Q2 | $11K | Sell |
256
-49
| -16% | -$2.11K | ﹤0.01% | 2774 |
|
|
2014
Q1 | $13K | Buy |
305
+128
| +72% | +$5.46K | ﹤0.01% | 2608 |
|
|
2013
Q4 | $9K | Sell |
177
-100
| -36% | -$5.09K | ﹤0.01% | 2634 |
|
|
2013
Q3 | $14K | Buy |
277
+85
| +44% | +$4.3K | ﹤0.01% | 2295 |
|
|
2013
Q2 | $7K | Buy |
+192
| New | +$7K | ﹤0.01% | 2435 |
|