Creative Planning’s CERES, INC. COMMON STOCK NEW CERE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-20,250
| Closed | -$8K | – | 4764 |
|
|
2016
Q2 | $8K | Buy |
20,250
+20,000
| +8,000% | +$7.9K | ﹤0.01% | 3380 |
|
|
2016
Q1 | $0 | Hold |
250
| – | – | ﹤0.01% | 4686 |
|
|
2015
Q4 | $0 | Hold |
250
| – | – | ﹤0.01% | 4732 |
|
|
2015
Q3 | $0 | Buy |
+250
| New | – | ﹤0.01% | 4348 |
|
|
2015
Q1 | – | Sell |
-250
| Closed | – | – | 4526 |
|
|
2014
Q4 | $0 | Hold |
250
| – | – | ﹤0.01% | 4455 |
|
|
2014
Q3 | $1K | Hold |
250
| – | – | ﹤0.01% | 3833 |
|
|
2014
Q2 | $1K | Buy |
250
+125
| +100% | +$500 | ﹤0.01% | 3619 |
|
|
2014
Q1 | $1K | Buy |
+125
| New | +$1K | ﹤0.01% | 3493 |
|