Creative Planning’s Capella Education Company CPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-370
| Closed | -$32K | – | 4285 |
|
|
2017
Q2 | $32K | Hold |
370
| – | – | ﹤0.01% | 2830 |
|
|
2017
Q1 | $31K | Sell |
370
-121
| -25% | -$10.1K | ﹤0.01% | 2799 |
|
|
2016
Q4 | $43K | Buy |
491
+2
| +0.4% | +$175 | ﹤0.01% | 2505 |
|
|
2016
Q3 | $28K | Hold |
489
| – | – | ﹤0.01% | 2786 |
|
|
2016
Q2 | $26K | Hold |
489
| – | – | ﹤0.01% | 2590 |
|
|
2016
Q1 | $26K | Buy |
+489
| New | +$26K | ﹤0.01% | 2573 |
|
|
2013
Q3 | – | Sell |
-400
| Closed | -$17K | – | 3434 |
|
|
2013
Q2 | $17K | Buy |
+400
| New | +$17K | ﹤0.01% | 2035 |
|