Creative Planning’s Bankunited BKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,091
| Closed | -$37K | – | 2048 |
|
|
2017
Q2 | $37K | Buy |
1,091
+500
| +85% | +$17K | ﹤0.01% | 2728 |
|
|
2017
Q1 | $22K | Hold |
591
| – | – | ﹤0.01% | 3024 |
|
|
2016
Q4 | $22K | Buy |
591
+18
| +3% | +$670 | ﹤0.01% | 2969 |
|
|
2016
Q3 | $17K | Buy |
573
+500
| +685% | +$14.8K | ﹤0.01% | 3116 |
|
|
2016
Q2 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 3885 |
|
|
2016
Q1 | – | Sell |
-285
| Closed | -$10K | – | 4205 |
|
|
2015
Q4 | $10K | Sell |
285
-139
| -33% | -$4.88K | ﹤0.01% | 3236 |
|
|
2015
Q3 | $15K | Buy |
+424
| New | +$15K | ﹤0.01% | 2915 |
|
|
2014
Q1 | – | Sell |
-137
| Closed | -$5K | – | 3513 |
|
|
2013
Q4 | $5K | Hold |
137
| – | – | ﹤0.01% | 2824 |
|
|
2013
Q3 | $4K | Hold |
137
| – | – | ﹤0.01% | 2787 |
|
|
2013
Q2 | $4K | Buy |
+137
| New | +$4K | ﹤0.01% | 2610 |
|