Creative Planning’s Caesarstone CSTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-598
| Closed | -$21K | – | 2212 |
|
|
2017
Q2 | $21K | Buy |
598
+118
| +25% | +$4.14K | ﹤0.01% | 3117 |
|
|
2017
Q1 | $17K | Sell |
480
-120
| -20% | -$4.25K | ﹤0.01% | 3184 |
|
|
2016
Q4 | $17K | Buy |
+600
| New | +$17K | ﹤0.01% | 3129 |
|
|
2016
Q1 | – | Sell |
-256
| Closed | -$11K | – | 4221 |
|
|
2015
Q4 | $11K | Buy |
256
+106
| +71% | +$4.56K | ﹤0.01% | 3192 |
|
|
2015
Q3 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 3538 |
|
|
2015
Q2 | – | Sell |
-1,450
| Closed | -$88K | – | 1429 |
|
|
2015
Q1 | $88K | Buy |
1,450
+200
| +16% | +$12.1K | ﹤0.01% | 1629 |
|
|
2014
Q4 | $75K | Buy |
+1,250
| New | +$75K | ﹤0.01% | 1708 |
|