Creative Planning’s CON-WAY INC. CNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-505
| Closed | -$24K | – | 4657 |
|
|
2015
Q3 | $24K | Buy |
+505
| New | +$24K | ﹤0.01% | 2595 |
|
|
2015
Q2 | – | Sell |
-505
| Closed | -$22K | – | 3824 |
|
|
2015
Q1 | $22K | Sell |
505
-15
| -3% | -$653 | ﹤0.01% | 2641 |
|
|
2014
Q4 | $26K | Hold |
520
| – | – | ﹤0.01% | 2462 |
|
|
2014
Q3 | $25K | Buy |
520
+40
| +8% | +$1.92K | ﹤0.01% | 2376 |
|
|
2014
Q2 | $24K | Hold |
480
| – | – | ﹤0.01% | 2361 |
|
|
2014
Q1 | $20K | Buy |
480
+240
| +100% | +$10K | ﹤0.01% | 2363 |
|
|
2013
Q4 | $10K | Buy |
240
+40
| +20% | +$1.67K | ﹤0.01% | 2589 |
|
|
2013
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 2528 |
|
|
2013
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2387 |
|