Creative Planning’s NTT DOCOMO, Inc. DCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-8,777
| Closed | -$224K | – | 2049 |
|
|
2018
Q1 | $224K | Buy |
+8,777
| New | +$224K | ﹤0.01% | 1520 |
|
|
2017
Q3 | – | Sell |
-7,526
| Closed | -$178K | – | 4578 |
|
|
2017
Q2 | $178K | Sell |
7,526
-689
| -8% | -$16.3K | ﹤0.01% | 1581 |
|
|
2017
Q1 | $192K | Buy |
8,215
+112
| +1% | +$2.62K | ﹤0.01% | 1508 |
|
|
2016
Q4 | $184K | Buy |
8,103
+203
| +3% | +$4.61K | ﹤0.01% | 1445 |
|
|
2016
Q3 | $201K | Buy |
7,900
+7,727
| +4,466% | +$197K | ﹤0.01% | 1393 |
|
|
2016
Q2 | $5K | Hold |
173
| – | – | ﹤0.01% | 3635 |
|
|
2016
Q1 | $4K | Buy |
+173
| New | +$4K | ﹤0.01% | 3702 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$17K | – | 4047 |
|
|
2015
Q1 | $17K | Sell |
1,000
-935
| -48% | -$15.9K | ﹤0.01% | 2833 |
|
|
2014
Q4 | $28K | Buy |
+1,935
| New | +$28K | ﹤0.01% | 2403 |
|
|
2014
Q3 | – | Sell |
-115
| Closed | -$2K | – | 4200 |
|
|
2014
Q2 | $2K | Buy |
+115
| New | +$2K | ﹤0.01% | 3489 |
|