Creative Planning’s CYS Investments Inc. CYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-33,253
| Closed | -$249K | – | 2058 |
|
|
2018
Q2 | $249K | Buy |
33,253
+18,619
| +127% | +$139K | ﹤0.01% | 1472 |
|
|
2018
Q1 | $98K | Buy |
14,634
+1,280
| +10% | +$8.57K | ﹤0.01% | 1737 |
|
|
2017
Q4 | $107K | Sell |
13,354
-1,000
| -7% | -$8.01K | ﹤0.01% | 1714 |
|
|
2017
Q3 | $124K | Buy |
14,354
+1,250
| +10% | +$10.8K | ﹤0.01% | 1676 |
|
|
2017
Q2 | $110K | Sell |
13,104
-7,587
| -37% | -$63.7K | ﹤0.01% | 1913 |
|
|
2017
Q1 | $164K | Buy |
20,691
+5,788
| +39% | +$45.9K | ﹤0.01% | 1606 |
|
|
2016
Q4 | $115K | Sell |
14,903
-6,670
| -31% | -$51.5K | ﹤0.01% | 1766 |
|
|
2016
Q3 | $188K | Buy |
21,573
+4,607
| +27% | +$40.1K | ﹤0.01% | 1429 |
|
|
2016
Q2 | $142K | Buy |
16,966
+11,307
| +200% | +$94.6K | ﹤0.01% | 1444 |
|
|
2016
Q1 | $46K | Hold |
5,659
| – | – | ﹤0.01% | 2156 |
|
|
2015
Q4 | $40K | Buy |
5,659
+43
| +0.8% | +$304 | ﹤0.01% | 2288 |
|
|
2015
Q3 | $41K | Buy |
+5,616
| New | +$41K | ﹤0.01% | 2181 |
|
|
2015
Q2 | – | Sell |
-2,432
| Closed | -$22K | – | 4044 |
|
|
2015
Q1 | $22K | Sell |
2,432
-9,460
| -80% | -$85.6K | ﹤0.01% | 2645 |
|
|
2014
Q4 | $104K | Buy |
11,892
+836
| +8% | +$7.31K | ﹤0.01% | 1527 |
|
|
2014
Q3 | $91K | Buy |
11,056
+1,518
| +16% | +$12.5K | ﹤0.01% | 1534 |
|
|
2014
Q2 | $86K | Sell |
9,538
-2,698
| -22% | -$24.3K | ﹤0.01% | 1522 |
|
|
2014
Q1 | $101K | Buy |
12,236
+11,003
| +892% | +$90.8K | ﹤0.01% | 1394 |
|
|
2013
Q4 | $9K | Sell |
1,233
-8,312
| -87% | -$60.7K | ﹤0.01% | 2645 |
|
|
2013
Q3 | $78K | Buy |
9,545
+4,060
| +74% | +$33.2K | ﹤0.01% | 1275 |
|
|
2013
Q2 | $51K | Buy |
+5,485
| New | +$51K | ﹤0.01% | 1375 |
|