Creative Planning’s Craft Brew Alliance, Inc. BREW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,395
| Closed | -$40K | – | 4063 |
|
|
2017
Q2 | $40K | Hold |
2,395
| – | – | ﹤0.01% | 2672 |
|
|
2017
Q1 | $32K | Sell |
2,395
-58
| -2% | -$775 | ﹤0.01% | 2774 |
|
|
2016
Q4 | $41K | Sell |
2,453
-44
| -2% | -$735 | ﹤0.01% | 2538 |
|
|
2016
Q3 | $47K | Sell |
2,497
-400
| -14% | -$7.53K | ﹤0.01% | 2398 |
|
|
2016
Q2 | $33K | Sell |
2,897
-100
| -3% | -$1.14K | ﹤0.01% | 2412 |
|
|
2016
Q1 | $25K | Hold |
2,997
| – | – | ﹤0.01% | 2591 |
|
|
2015
Q4 | $25K | Sell |
2,997
-300
| -9% | -$2.5K | ﹤0.01% | 2656 |
|
|
2015
Q3 | $26K | Buy |
+3,297
| New | +$26K | ﹤0.01% | 2521 |
|
|
2015
Q2 | – | Sell |
-2,847
| Closed | -$39K | – | 3282 |
|
|
2015
Q1 | $39K | Hold |
2,847
| – | – | ﹤0.01% | 2190 |
|
|
2014
Q4 | $38K | Hold |
2,847
| – | – | ﹤0.01% | 2167 |
|
|
2014
Q3 | $41K | Hold |
2,847
| – | – | ﹤0.01% | 2045 |
|
|
2014
Q2 | $31K | Buy |
2,847
+200
| +8% | +$2.18K | ﹤0.01% | 2180 |
|
|
2014
Q1 | $40K | Hold |
2,647
| – | – | ﹤0.01% | 1938 |
|
|
2013
Q4 | $43K | Sell |
2,647
-56
| -2% | -$910 | ﹤0.01% | 1719 |
|
|
2013
Q3 | $36K | Buy |
2,703
+250
| +10% | +$3.33K | ﹤0.01% | 1729 |
|
|
2013
Q2 | $20K | Buy |
+2,453
| New | +$20K | ﹤0.01% | 1937 |
|