Creative Planning’s Babcock & Wilcox BW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-33
| Closed | -$4K | – | 2091 |
|
|
2017
Q2 | $4K | Sell |
33
-5
| -13% | -$606 | ﹤0.01% | 4011 |
|
|
2017
Q1 | $4K | Hold |
38
| – | – | ﹤0.01% | 3969 |
|
|
2016
Q4 | $6K | Sell |
38
-15
| -28% | -$2.37K | ﹤0.01% | 3755 |
|
|
2016
Q3 | $9K | Buy |
53
+41
| +342% | +$6.96K | ﹤0.01% | 3503 |
|
|
2016
Q2 | $2K | Buy |
12
+2
| +20% | +$333 | ﹤0.01% | 3888 |
|
|
2016
Q1 | $2K | Sell |
10
-122
| -92% | -$24.4K | ﹤0.01% | 3851 |
|
|
2015
Q4 | $27K | Buy |
132
+115
| +676% | +$23.5K | ﹤0.01% | 2582 |
|
|
2015
Q3 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 3742 |
|