Creative Planning’s Designer Brands DBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-22,101
| Closed | -$163K | – | 3586 |
|
|
2024
Q3 | $163K | Buy |
22,101
+10,103
| +84% | +$74.6K | ﹤0.01% | 2905 |
|
|
2024
Q2 | $81.9K | Buy |
+11,998
| New | +$81.9K | ﹤0.01% | 2859 |
|
|
2019
Q4 | – | Sell |
-24,447
| Closed | -$419K | – | 1896 |
|
|
2019
Q3 | $419K | Buy |
24,447
+9,405
| +63% | +$161K | ﹤0.01% | 1166 |
|
|
2019
Q2 | $288K | Buy |
15,042
+377
| +3% | +$7.22K | ﹤0.01% | 1391 |
|
|
2019
Q1 | $326K | Buy |
14,665
+3,800
| +35% | +$84.5K | ﹤0.01% | 1278 |
|
|
2018
Q4 | $268K | Sell |
10,865
-55,253
| -84% | -$1.36M | ﹤0.01% | 1296 |
|
|
2018
Q3 | $2.24M | Buy |
+66,118
| New | +$2.24M | 0.01% | 452 |
|
|
2017
Q3 | – | Sell |
-900
| Closed | -$16K | – | 2254 |
|
|
2017
Q2 | $16K | Sell |
900
-105
| -10% | -$1.87K | ﹤0.01% | 3274 |
|
|
2017
Q1 | $21K | Buy |
1,005
+105
| +12% | +$2.19K | ﹤0.01% | 3061 |
|
|
2016
Q4 | $20K | Buy |
900
+527
| +141% | +$11.7K | ﹤0.01% | 3041 |
|
|
2016
Q3 | $8K | Buy |
373
+73
| +24% | +$1.57K | ﹤0.01% | 3565 |
|
|
2016
Q2 | $6K | Sell |
300
-750
| -71% | -$15K | ﹤0.01% | 3463 |
|
|
2016
Q1 | $29K | Buy |
1,050
+550
| +110% | +$15.2K | ﹤0.01% | 2467 |
|
|
2015
Q4 | $12K | Buy |
500
+300
| +150% | +$7.2K | ﹤0.01% | 3131 |
|
|
2015
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3540 |
|
|
2015
Q2 | – | Sell |
-560
| Closed | -$21K | – | 1465 |
|
|
2015
Q1 | $21K | Buy |
560
+60
| +12% | +$2.25K | ﹤0.01% | 2652 |
|
|
2014
Q4 | $19K | Buy |
500
+434
| +658% | +$16.5K | ﹤0.01% | 2652 |
|
|
2014
Q3 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 3552 |
|