Creative Planning’s Cosan Limited CZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,200
| Closed | -$14K | – | 4022 |
|
|
2017
Q2 | $14K | Hold |
2,200
| – | – | ﹤0.01% | 3393 |
|
|
2017
Q1 | $19K | Sell |
2,200
-800
| -27% | -$6.91K | ﹤0.01% | 3144 |
|
|
2016
Q4 | $23K | Buy |
+3,000
| New | +$23K | ﹤0.01% | 2959 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$3K | – | 3254 |
|
|
2015
Q1 | $3K | Buy |
+500
| New | +$3K | ﹤0.01% | 3702 |
|
|
2014
Q4 | – | Sell |
-107
| Closed | -$1K | – | 4230 |
|
|
2014
Q3 | $1K | Hold |
107
| – | – | ﹤0.01% | 3767 |
|
|
2014
Q2 | $1K | Hold |
107
| – | – | ﹤0.01% | 3568 |
|
|
2014
Q1 | $1K | Hold |
107
| – | – | ﹤0.01% | 3435 |
|
|
2013
Q4 | $1K | Sell |
107
-125
| -54% | -$1.17K | ﹤0.01% | 3248 |
|
|
2013
Q3 | $4K | Sell |
232
-920
| -80% | -$15.9K | ﹤0.01% | 2826 |
|
|
2013
Q2 | $19K | Buy |
+1,152
| New | +$19K | ﹤0.01% | 1971 |
|