Creative Planning’s Bowl America Incorporated BWL.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-27,000
| Closed | -$403K | – | 1977 |
|
|
2019
Q3 | $403K | Hold |
27,000
| – | – | ﹤0.01% | 1189 |
|
|
2019
Q2 | $429K | Hold |
27,000
| – | – | ﹤0.01% | 1158 |
|
|
2019
Q1 | $406K | Hold |
27,000
| – | – | ﹤0.01% | 1151 |
|
|
2018
Q4 | $437K | Hold |
27,000
| – | – | ﹤0.01% | 1021 |
|
|
2018
Q3 | $403K | Sell |
27,000
-3,856
| -12% | -$57.6K | ﹤0.01% | 1205 |
|
|
2018
Q2 | $464K | Sell |
30,856
-2,144
| -6% | -$32.2K | ﹤0.01% | 1098 |
|
|
2018
Q1 | $488K | Hold |
33,000
| – | – | ﹤0.01% | 1090 |
|
|
2017
Q4 | $495K | Hold |
33,000
| – | – | ﹤0.01% | 1064 |
|
|
2017
Q3 | $473K | Hold |
33,000
| – | – | ﹤0.01% | 1074 |
|
|
2017
Q2 | $472K | Hold |
33,000
| – | – | ﹤0.01% | 1034 |
|
|
2017
Q1 | $482K | Hold |
33,000
| – | – | ﹤0.01% | 1003 |
|
|
2016
Q4 | $544K | Sell |
33,000
-2,100
| -6% | -$34.6K | ﹤0.01% | 879 |
|
|
2016
Q3 | $495K | Sell |
35,100
-500
| -1% | -$7.05K | ﹤0.01% | 894 |
|
|
2016
Q2 | $509K | Buy |
+35,600
| New | +$509K | ﹤0.01% | 766 |
|