Creative Planning’s DallasNews DALN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-250
| Closed | -$6K | – | 2246 |
|
|
2017
Q2 | $6K | Hold |
250
| – | – | ﹤0.01% | 3841 |
|
|
2017
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 3801 |
|
|
2016
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 3761 |
|
|
2016
Q3 | $7K | Hold |
250
| – | – | ﹤0.01% | 3639 |
|
|
2016
Q2 | $5K | Hold |
250
| – | – | ﹤0.01% | 3554 |
|
|
2016
Q1 | $5K | Sell |
250
-260
| -51% | -$5.2K | ﹤0.01% | 3512 |
|
|
2015
Q4 | $10K | Hold |
510
| – | – | ﹤0.01% | 3241 |
|
|
2015
Q3 | $10K | Buy |
+510
| New | +$10K | ﹤0.01% | 3158 |
|
|
2015
Q2 | – | Sell |
-250
| Closed | -$8K | – | 1457 |
|
|
2015
Q1 | $8K | Hold |
250
| – | – | ﹤0.01% | 3250 |
|
|
2014
Q4 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 3069 |
|