Creative Planning’s Diebold Nixdorf Incorporated DBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34,701
| Closed | -$41.6K | – | 2742 |
|
|
2023
Q1 | $41.6K | Sell |
34,701
-541
| -2% | -$649 | ﹤0.01% | 2342 |
|
|
2022
Q4 | $50K | Buy |
35,242
+197
| +0.6% | +$280 | ﹤0.01% | 2216 |
|
|
2022
Q3 | $86K | Sell |
35,045
-2
| -0% | -$5 | ﹤0.01% | 2032 |
|
|
2022
Q2 | $80K | Buy |
35,047
+14,296
| +69% | +$32.6K | ﹤0.01% | 1984 |
|
|
2022
Q1 | $140K | Hold |
20,751
| – | – | ﹤0.01% | 1944 |
|
|
2021
Q4 | $188K | Hold |
20,751
| – | – | ﹤0.01% | 1884 |
|
|
2021
Q3 | $210K | Buy |
20,751
+2
| +0% | +$20 | ﹤0.01% | 1831 |
|
|
2021
Q2 | $266K | Sell |
20,749
-665
| -3% | -$8.53K | ﹤0.01% | 1621 |
|
|
2021
Q1 | $303K | Hold |
21,414
| – | – | ﹤0.01% | 1764 |
|
|
2020
Q4 | $228K | Sell |
21,414
-6,325
| -23% | -$67.3K | ﹤0.01% | 1769 |
|
|
2020
Q3 | $212K | Buy |
27,739
+700
| +3% | +$5.35K | ﹤0.01% | 1625 |
|
|
2020
Q2 | $164K | Buy |
+27,039
| New | +$164K | ﹤0.01% | 1556 |
|
|
2019
Q1 | – | Sell |
-14,401
| Closed | -$36K | – | 1928 |
|
|
2018
Q4 | $36K | Sell |
14,401
-3,038
| -17% | -$7.59K | ﹤0.01% | 1721 |
|
|
2018
Q3 | $78K | Buy |
17,439
+5,462
| +46% | +$24.4K | ﹤0.01% | 1801 |
|
|
2018
Q2 | $143K | Buy |
+11,977
| New | +$143K | ﹤0.01% | 1688 |
|
|
2018
Q1 | – | Sell |
-13,796
| Closed | -$226K | – | 2004 |
|
|
2017
Q4 | $226K | Buy |
+13,796
| New | +$226K | ﹤0.01% | 1514 |
|
|
2017
Q3 | – | Sell |
-5,119
| Closed | -$143K | – | 3836 |
|
|
2017
Q2 | $143K | Buy |
5,119
+116
| +2% | +$3.24K | ﹤0.01% | 1718 |
|
|
2017
Q1 | $154K | Sell |
5,003
-74
| -1% | -$2.28K | ﹤0.01% | 1652 |
|
|
2016
Q4 | $128K | Buy |
5,077
+58
| +1% | +$1.46K | ﹤0.01% | 1683 |
|
|
2016
Q3 | $124K | Buy |
5,019
+317
| +7% | +$7.83K | ﹤0.01% | 1694 |
|
|
2016
Q2 | $117K | Buy |
4,702
+3
| +0.1% | +$75 | ﹤0.01% | 1563 |
|
|
2016
Q1 | $136K | Sell |
4,699
-1,549
| -25% | -$44.8K | ﹤0.01% | 1440 |
|
|
2015
Q4 | $188K | Buy |
6,248
+2,442
| +64% | +$73.5K | ﹤0.01% | 1227 |
|
|
2015
Q3 | $113K | Buy |
+3,806
| New | +$113K | ﹤0.01% | 1515 |
|
|
2015
Q2 | – | Sell |
-3,670
| Closed | -$130K | – | 3095 |
|
|
2015
Q1 | $130K | Buy |
3,670
+1,678
| +84% | +$59.4K | ﹤0.01% | 1420 |
|
|
2014
Q4 | $69K | Sell |
1,992
-341
| -15% | -$11.8K | ﹤0.01% | 1770 |
|
|
2014
Q3 | $82K | Sell |
2,333
-369
| -14% | -$13K | ﹤0.01% | 1596 |
|
|
2014
Q2 | $109K | Buy |
2,702
+346
| +15% | +$14K | ﹤0.01% | 1374 |
|
|
2014
Q1 | $94K | Sell |
2,356
-517
| -18% | -$20.6K | ﹤0.01% | 1434 |
|
|
2013
Q4 | $95K | Sell |
2,873
-357
| -11% | -$11.8K | ﹤0.01% | 1224 |
|
|
2013
Q3 | $95K | Buy |
3,230
+1,336
| +71% | +$39.3K | ﹤0.01% | 1146 |
|
|
2013
Q2 | $64K | Buy |
+1,894
| New | +$64K | ﹤0.01% | 1248 |
|