Creative Planning’s Dime Community Bancshares DCOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-675
| Closed | -$13K | – | 4615 |
|
|
2017
Q2 | $13K | Hold |
675
| – | – | ﹤0.01% | 3450 |
|
|
2017
Q1 | $14K | Hold |
675
| – | – | ﹤0.01% | 3365 |
|
|
2016
Q4 | $14K | Hold |
675
| – | – | ﹤0.01% | 3298 |
|
|
2016
Q3 | $11K | Hold |
675
| – | – | ﹤0.01% | 3431 |
|
|
2016
Q2 | $11K | Sell |
675
-42
| -6% | -$684 | ﹤0.01% | 3183 |
|
|
2016
Q1 | $13K | Sell |
717
-992
| -58% | -$18K | ﹤0.01% | 3061 |
|
|
2015
Q4 | $30K | Buy |
1,709
+8
| +0.5% | +$140 | ﹤0.01% | 2530 |
|
|
2015
Q3 | $29K | Buy |
+1,701
| New | +$29K | ﹤0.01% | 2442 |
|
|
2015
Q2 | – | Sell |
-1,684
| Closed | -$27K | – | 4114 |
|
|
2015
Q1 | $27K | Buy |
1,684
+9
| +0.5% | +$144 | ﹤0.01% | 2479 |
|
|
2014
Q4 | $27K | Buy |
1,675
+946
| +130% | +$15.2K | ﹤0.01% | 2435 |
|
|
2014
Q3 | $10K | Buy |
729
+54
| +8% | +$741 | ﹤0.01% | 2934 |
|
|
2014
Q2 | $11K | Hold |
675
| – | – | ﹤0.01% | 2792 |
|
|
2014
Q1 | $11K | Buy |
+675
| New | +$11K | ﹤0.01% | 2695 |
|