Creative Planning’s CEB Inc. CEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-346
| Closed | -$27K | – | 4883 |
|
|
2017
Q1 | $27K | Hold |
346
| – | – | ﹤0.01% | 2909 |
|
|
2016
Q4 | $21K | Sell |
346
-56
| -14% | -$3.4K | ﹤0.01% | 3028 |
|
|
2016
Q3 | $22K | Hold |
402
| – | – | ﹤0.01% | 2985 |
|
|
2016
Q2 | $25K | Buy |
402
+45
| +13% | +$2.8K | ﹤0.01% | 2624 |
|
|
2016
Q1 | $23K | Sell |
357
-258
| -42% | -$16.6K | ﹤0.01% | 2652 |
|
|
2015
Q4 | $38K | Sell |
615
-150
| -20% | -$9.27K | ﹤0.01% | 2327 |
|
|
2015
Q3 | $52K | Buy |
+765
| New | +$52K | ﹤0.01% | 2010 |
|
|
2015
Q2 | – | Sell |
-515
| Closed | -$41K | – | 3611 |
|
|
2015
Q1 | $41K | Hold |
515
| – | – | ﹤0.01% | 2158 |
|
|
2014
Q4 | $37K | Sell |
515
-355
| -41% | -$25.5K | ﹤0.01% | 2184 |
|
|
2014
Q3 | $52K | Buy |
870
+542
| +165% | +$32.4K | ﹤0.01% | 1886 |
|
|
2014
Q2 | $22K | Buy |
328
+31
| +10% | +$2.08K | ﹤0.01% | 2407 |
|
|
2014
Q1 | $22K | Hold |
297
| – | – | ﹤0.01% | 2295 |
|
|
2013
Q4 | $23K | Buy |
297
+40
| +16% | +$3.1K | ﹤0.01% | 2118 |
|
|
2013
Q3 | $19K | Hold |
257
| – | – | ﹤0.01% | 2142 |
|
|
2013
Q2 | $16K | Buy |
+257
| New | +$16K | ﹤0.01% | 2066 |
|