Creative Planning’s Ducommun DCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-77
| Closed | -$4.9K | – | 3494 |
|
|
2024
Q4 | $4.9K | Buy |
+77
| New | +$4.9K | ﹤0.01% | 3394 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$657 | – | 2573 |
|
|
2023
Q1 | $657 | Buy |
+12
| New | +$657 | ﹤0.01% | 2475 |
|
|
2017
Q3 | – | Sell |
-1,016
| Closed | -$32K | – | 2257 |
|
|
2017
Q2 | $32K | Buy |
1,016
+16
| +2% | +$504 | ﹤0.01% | 2817 |
|
|
2017
Q1 | $29K | Hold |
1,000
| – | – | ﹤0.01% | 2831 |
|
|
2016
Q4 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 2853 |
|
|
2016
Q3 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 2930 |
|
|
2016
Q2 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 2760 |
|
|
2016
Q1 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 2928 |
|
|
2015
Q4 | $16K | Buy |
1,000
+400
| +67% | +$6.4K | ﹤0.01% | 2939 |
|
|
2015
Q3 | $12K | Buy |
+600
| New | +$12K | ﹤0.01% | 3037 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$16K | – | 1468 |
|
|
2015
Q1 | $16K | Hold |
600
| – | – | ﹤0.01% | 2844 |
|
|
2014
Q4 | $15K | Hold |
600
| – | – | ﹤0.01% | 2814 |
|
|
2014
Q3 | $16K | Hold |
600
| – | – | ﹤0.01% | 2634 |
|
|
2014
Q2 | $16K | Hold |
600
| – | – | ﹤0.01% | 2572 |
|
|
2014
Q1 | $15K | Hold |
600
| – | – | ﹤0.01% | 2509 |
|
|
2013
Q4 | $18K | Hold |
600
| – | – | ﹤0.01% | 2240 |
|
|
2013
Q3 | $17K | Hold |
600
| – | – | ﹤0.01% | 2183 |
|
|
2013
Q2 | $13K | Buy |
+600
| New | +$13K | ﹤0.01% | 2146 |
|