Creative Planning’s Cardtronics plc Class A Ordinary Shares (UK) CATM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-97
| Closed | -$3K | – | 3995 |
|
|
2017
Q2 | $3K | Hold |
97
| – | – | ﹤0.01% | 4154 |
|
|
2017
Q1 | $5K | Hold |
97
| – | – | ﹤0.01% | 3932 |
|
|
2016
Q4 | $5K | Sell |
97
-211
| -69% | -$10.9K | ﹤0.01% | 3912 |
|
|
2016
Q3 | $14K | Buy |
+308
| New | +$14K | ﹤0.01% | 3247 |
|
|
2016
Q2 | – | Sell |
-47
| Closed | -$2K | – | 4404 |
|
|
2016
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 3926 |
|
|
2015
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 3992 |
|
|
2015
Q3 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 3920 |
|
|
2015
Q2 | – | Sell |
-140
| Closed | -$5K | – | 3229 |
|
|
2015
Q1 | $5K | Buy |
140
+93
| +198% | +$3.32K | ﹤0.01% | 3494 |
|
|
2014
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 3774 |
|
|
2014
Q3 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 3613 |
|