Creative Planning’s Cynosure, Inc. Class A CYNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-99
| Closed | -$5K | – | 4864 |
|
|
2016
Q4 | $5K | Sell |
99
-390
| -80% | -$19.7K | ﹤0.01% | 3932 |
|
|
2016
Q3 | $25K | Buy |
489
+200
| +69% | +$10.2K | ﹤0.01% | 2886 |
|
|
2016
Q2 | $14K | Buy |
289
+139
| +93% | +$6.73K | ﹤0.01% | 3011 |
|
|
2016
Q1 | $7K | Sell |
150
-197
| -57% | -$9.19K | ﹤0.01% | 3403 |
|
|
2015
Q4 | $16K | Hold |
347
| – | – | ﹤0.01% | 2978 |
|
|
2015
Q3 | $10K | Buy |
+347
| New | +$10K | ﹤0.01% | 3205 |
|
|
2015
Q2 | – | Sell |
-347
| Closed | -$11K | – | 3616 |
|
|
2015
Q1 | $11K | Buy |
347
+150
| +76% | +$4.76K | ﹤0.01% | 3122 |
|
|
2014
Q4 | $5K | Buy |
+197
| New | +$5K | ﹤0.01% | 3466 |
|
|
2013
Q3 | – | Sell |
-200
| Closed | -$5K | – | 3455 |
|
|
2013
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 2580 |
|