Creative Planning’s CVENT, INC. CVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-14,500
| Closed | -$460K | – | 4785 |
|
|
2016
Q3 | $460K | Buy |
14,500
+14,480
| +72,400% | +$459K | ﹤0.01% | 933 |
|
|
2016
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 4152 |
|
|
2016
Q1 | $0 | Sell |
20
-3
| -13% | – | ﹤0.01% | 4554 |
|
|
2015
Q4 | $1K | Sell |
23
-77
| -77% | -$3.35K | ﹤0.01% | 4202 |
|
|
2015
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3824 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$3K | – | 3649 |
|
|
2015
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 3723 |
|
|
2014
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3673 |
|