Creative Planning’s Cowen Inc. Class A Common Stock COWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-500
| Closed | -$8K | – | 4442 |
|
|
2017
Q2 | $8K | Sell |
500
-250
| -33% | -$4K | ﹤0.01% | 3746 |
|
|
2017
Q1 | $11K | Buy |
750
+1
| +0.1% | +$15 | ﹤0.01% | 3527 |
|
|
2016
Q4 | $12K | Sell |
749
-1
| -0.1% | -$16 | ﹤0.01% | 3409 |
|
|
2016
Q3 | $11K | Hold |
750
| – | – | ﹤0.01% | 3426 |
|
|
2016
Q2 | $9K | Buy |
750
+250
| +50% | +$3K | ﹤0.01% | 3306 |
|
|
2016
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 3332 |
|
|
2015
Q4 | $8K | Sell |
500
-25
| -5% | -$400 | ﹤0.01% | 3418 |
|
|
2015
Q3 | $10K | Buy |
+525
| New | +$10K | ﹤0.01% | 3206 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$10K | – | 3643 |
|
|
2015
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 3177 |
|
|
2014
Q4 | $10K | Buy |
500
+250
| +100% | +$5K | ﹤0.01% | 3105 |
|
|
2014
Q3 | $4K | Hold |
250
| – | – | ﹤0.01% | 3375 |
|
|
2014
Q2 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 3259 |
|
|
2014
Q1 | – | Sell |
-250
| Closed | -$4K | – | 3752 |
|
|
2013
Q4 | $4K | Hold |
250
| – | – | ﹤0.01% | 2956 |
|
|
2013
Q3 | $3K | Hold |
250
| – | – | ﹤0.01% | 2935 |
|
|
2013
Q2 | $3K | Buy |
+250
| New | +$3K | ﹤0.01% | 2766 |
|