Creative Planning’s Cardinal Financial Corp CFNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,887
| Closed | -$116K | – | 4933 |
|
|
2017
Q1 | $116K | Buy |
3,887
+1,299
| +50% | +$38.8K | ﹤0.01% | 1844 |
|
|
2016
Q4 | $85K | Hold |
2,588
| – | – | ﹤0.01% | 1968 |
|
|
2016
Q3 | $68K | Hold |
2,588
| – | – | ﹤0.01% | 2117 |
|
|
2016
Q2 | $57K | Hold |
2,588
| – | – | ﹤0.01% | 2045 |
|
|
2016
Q1 | $53K | Buy |
+2,588
| New | +$53K | ﹤0.01% | 2051 |
|
|
2015
Q1 | – | Sell |
-956
| Closed | -$19K | – | 4498 |
|
|
2014
Q4 | $19K | Buy |
+956
| New | +$19K | ﹤0.01% | 2691 |
|