Creative Planning’s CSS Industries, Inc. CSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-418
| Closed | -$11K | – | 4106 |
|
|
2017
Q2 | $11K | Buy |
418
+18
| +5% | +$474 | ﹤0.01% | 3551 |
|
|
2017
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 3577 |
|
|
2016
Q4 | $11K | Hold |
400
| – | – | ﹤0.01% | 3466 |
|
|
2016
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 3491 |
|
|
2016
Q2 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 3173 |
|
|
2015
Q2 | – | Sell |
-2,476
| Closed | -$75K | – | 3326 |
|
|
2015
Q1 | $75K | Buy |
+2,476
| New | +$75K | ﹤0.01% | 1729 |
|