Creative Planning’s Broadvision Inc Com BVSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-18
| Closed | – | – | 4535 |
|
|
2017
Q2 | $0 | Sell |
18
-662
| -97% | – | ﹤0.01% | 4906 |
|
|
2017
Q1 | $3K | Sell |
680
-3
| -0.4% | -$13 | ﹤0.01% | 4167 |
|
|
2016
Q4 | $3K | Hold |
683
| – | – | ﹤0.01% | 4124 |
|
|
2016
Q3 | $4K | Hold |
683
| – | – | ﹤0.01% | 3945 |
|
|
2016
Q2 | $5K | Buy |
683
+3
| +0.4% | +$22 | ﹤0.01% | 3633 |
|
|
2016
Q1 | $5K | Buy |
680
+660
| +3,300% | +$4.85K | ﹤0.01% | 3597 |
|
|
2015
Q4 | $0 | Sell |
20
-1
| -5% | – | ﹤0.01% | 4707 |
|
|
2015
Q3 | $0 | Buy |
+21
| New | – | ﹤0.01% | 4336 |
|
|
2015
Q2 | – | Sell |
-2
| Closed | – | – | 4013 |
|
|
2015
Q1 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 4484 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4427 |
|
|
2014
Q3 | – | Sell |
-12
| Closed | – | – | 4194 |
|
|
2014
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 4030 |
|
|
2014
Q1 | – | Sell |
-8
| Closed | – | – | 3841 |
|
|
2013
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 3706 |
|
|
2013
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 3557 |
|
|
2013
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 3208 |
|