Creative Planning’s Central Securities Corp CET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-435
| Closed | -$11K | – | 2134 |
|
|
2017
Q2 | $11K | Hold |
435
| – | – | ﹤0.01% | 3516 |
|
|
2017
Q1 | $10K | Sell |
435
-3,172
| -88% | -$72.9K | ﹤0.01% | 3537 |
|
|
2016
Q4 | $79K | Buy |
3,607
+2,254
| +167% | +$49.4K | ﹤0.01% | 2009 |
|
|
2016
Q3 | $29K | Hold |
1,353
| – | – | ﹤0.01% | 2737 |
|
|
2016
Q2 | $27K | Buy |
1,353
+797
| +143% | +$15.9K | ﹤0.01% | 2542 |
|
|
2016
Q1 | $11K | Buy |
+556
| New | +$11K | ﹤0.01% | 3120 |
|