Creative Planning’s CYAN INC COM CYNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-200,000
| Closed | -$1.05M | – | 4446 |
|
|
2015
Q2 | $1.05M | Sell |
200,000
-100,000
| -33% | -$483K | 0.01% | 454 |
|
|
2015
Q1 | $1.2M | Buy |
300,000
+100,000
| +50% | +$352K | 0.01% | 405 |
|
|
2014
Q4 | $500K | Buy |
200,000
+54,000
| +37% | +$148K | 0.01% | 693 |
|
|
2014
Q3 | $456K | Buy |
146,000
+76,000
| +109% | +$283K | 0.01% | 694 |
|
|
2014
Q2 | $282K | Buy |
70,000
+50,000
| +250% | +$200K | ﹤0.01% | 867 |
|
|
2014
Q1 | $85K | Buy |
20,000
+7,000
| +54% | +$26.6K | ﹤0.01% | 1505 |
|
|
2013
Q4 | $69K | Sell |
13,000
-7,000
| -35% | -$41.8K | ﹤0.01% | 1411 |
|
|
2013
Q3 | $201K | Buy |
+20,000
| New | +$200K | ﹤0.01% | 768 |
|