Creative Planning’s CU Bancorp CUNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-810
| Closed | -$32K | – | 4832 |
|
|
2017
Q1 | $32K | Hold |
810
| – | – | ﹤0.01% | 2776 |
|
|
2016
Q4 | $29K | Hold |
810
| – | – | ﹤0.01% | 2805 |
|
|
2016
Q3 | $18K | Hold |
810
| – | – | ﹤0.01% | 3106 |
|
|
2016
Q2 | $18K | Hold |
810
| – | – | ﹤0.01% | 2860 |
|
|
2016
Q1 | $17K | Sell |
810
-305
| -27% | -$6.4K | ﹤0.01% | 2869 |
|
|
2015
Q4 | $28K | Buy |
1,115
+305
| +38% | +$7.66K | ﹤0.01% | 2576 |
|
|
2015
Q3 | $18K | Buy |
+810
| New | +$18K | ﹤0.01% | 2804 |
|
|
2015
Q2 | – | Sell |
-810
| Closed | -$18K | – | 3546 |
|
|
2015
Q1 | $18K | Hold |
810
| – | – | ﹤0.01% | 2793 |
|
|
2014
Q4 | $18K | Buy |
+810
| New | +$18K | ﹤0.01% | 2718 |
|
|
2013
Q3 | – | Sell |
-256
| Closed | -$4K | – | 3446 |
|
|
2013
Q2 | $4K | Buy |
+256
| New | +$4K | ﹤0.01% | 2653 |
|