Creative Planning’s BroadSoft, Inc. BSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,200
| Closed | -$52K | – | 4357 |
|
|
2017
Q2 | $52K | Buy |
1,200
+1,165
| +3,329% | +$50.5K | ﹤0.01% | 2469 |
|
|
2017
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 4439 |
|
|
2016
Q3 | – | Sell |
-94
| Closed | -$4K | – | 4612 |
|
|
2016
Q2 | $4K | Buy |
+94
| New | +$4K | ﹤0.01% | 3734 |
|
|
2016
Q1 | – | Sell |
-19
| Closed | -$1K | – | 4528 |
|
|
2015
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 4186 |
|
|
2015
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 4101 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$13K | – | 3527 |
|
|
2015
Q1 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 3013 |
|