Creative Planning’s CDTI Advanced Materials, Inc. Common Stock CDTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-88
| Closed | -$1K | – | 4272 |
|
|
2017
Q2 | $1K | Buy |
88
+16
| +22% | +$182 | ﹤0.01% | 4442 |
|
|
2017
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 4428 |
|
|
2016
Q4 | $1K | Hold |
72
| – | – | ﹤0.01% | 4376 |
|
|
2016
Q3 | $1K | Buy |
72
+64
| +800% | +$889 | ﹤0.01% | 4314 |
|
|
2016
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 4439 |
|
|
2016
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 4506 |
|
|
2015
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 4539 |
|
|
2015
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 4271 |
|
|
2015
Q2 | – | Sell |
-8
| Closed | – | – | 3468 |
|
|
2015
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 4322 |
|
|
2014
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 4266 |
|
|
2014
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 4069 |
|
|
2014
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 3574 |
|
|
2014
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 3444 |
|
|
2013
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 3554 |
|
|
2013
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 3429 |
|
|
2013
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 3150 |
|