Creative Planning’s Cascade Bancorp CACB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,198
| Closed | -$40K | – | 4862 |
|
|
2017
Q1 | $40K | Hold |
5,198
| – | – | ﹤0.01% | 2629 |
|
|
2016
Q4 | $42K | Hold |
5,198
| – | – | ﹤0.01% | 2524 |
|
|
2016
Q3 | $31K | Hold |
5,198
| – | – | ﹤0.01% | 2698 |
|
|
2016
Q2 | $29K | Hold |
5,198
| – | – | ﹤0.01% | 2508 |
|
|
2016
Q1 | $30K | Sell |
5,198
-147
| -3% | -$848 | ﹤0.01% | 2458 |
|
|
2015
Q4 | $32K | Sell |
5,345
-6,668
| -56% | -$39.9K | ﹤0.01% | 2467 |
|
|
2015
Q3 | $65K | Hold |
12,013
| – | – | ﹤0.01% | 1856 |
|
|
2015
Q2 | $62K | Buy |
12,013
+6,668
| +125% | +$34.4K | ﹤0.01% | 997 |
|
|
2015
Q1 | $26K | Sell |
5,345
-112
| -2% | -$545 | ﹤0.01% | 2514 |
|
|
2014
Q4 | $28K | Buy |
5,457
+5,290
| +3,168% | +$27.1K | ﹤0.01% | 2396 |
|
|
2014
Q3 | $1K | Hold |
167
| – | – | ﹤0.01% | 3787 |
|
|
2014
Q2 | $1K | Buy |
+167
| New | +$1K | ﹤0.01% | 3581 |
|