Creative Planning’s Daily Journal DJCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12
| Closed | -$6.82K | – | 3498 |
|
|
2024
Q4 | $6.82K | Buy |
+12
| New | +$6.82K | ﹤0.01% | 3384 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$61K | – | 2277 |
|
|
2017
Q2 | $61K | Hold |
300
| – | – | ﹤0.01% | 2336 |
|
|
2017
Q1 | $64K | Hold |
300
| – | – | ﹤0.01% | 2271 |
|
|
2016
Q4 | $73K | Sell |
300
-10
| -3% | -$2.43K | ﹤0.01% | 2063 |
|
|
2016
Q3 | $68K | Buy |
310
+10
| +3% | +$2.19K | ﹤0.01% | 2110 |
|
|
2016
Q2 | $71K | Hold |
300
| – | – | ﹤0.01% | 1879 |
|
|
2016
Q1 | $59K | Hold |
300
| – | – | ﹤0.01% | 1961 |
|
|
2015
Q4 | $61K | Hold |
300
| – | – | ﹤0.01% | 1930 |
|
|
2015
Q3 | $56K | Buy |
+300
| New | +$56K | ﹤0.01% | 1950 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$55K | – | 1490 |
|
|
2015
Q1 | $55K | Hold |
300
| – | – | ﹤0.01% | 1951 |
|
|
2014
Q4 | $79K | Hold |
300
| – | – | ﹤0.01% | 1667 |
|
|
2014
Q3 | $54K | Hold |
300
| – | – | ﹤0.01% | 1853 |
|
|
2014
Q2 | $62K | Hold |
300
| – | – | ﹤0.01% | 1717 |
|
|
2014
Q1 | $52K | Hold |
300
| – | – | ﹤0.01% | 1768 |
|
|
2013
Q4 | $58K | Buy |
+300
| New | +$58K | ﹤0.01% | 1500 |
|