Creative Planning’s DLH Holdings DLHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-37,736
| Closed | -$352K | – | 2345 |
|
|
2020
Q4 | $352K | Hold |
37,736
| – | – | ﹤0.01% | 1496 |
|
|
2020
Q3 | $274K | Buy |
37,736
+2,110
| +6% | +$15.3K | ﹤0.01% | 1454 |
|
|
2020
Q2 | $261K | Hold |
35,626
| – | – | ﹤0.01% | 1373 |
|
|
2020
Q1 | $150K | Hold |
35,626
| – | – | ﹤0.01% | 1436 |
|
|
2019
Q4 | $149K | Hold |
35,626
| – | – | ﹤0.01% | 1689 |
|
|
2019
Q3 | $159K | Hold |
35,626
| – | – | ﹤0.01% | 1645 |
|
|
2019
Q2 | $181K | Hold |
35,626
| – | – | ﹤0.01% | 1636 |
|
|
2019
Q1 | $228K | Hold |
35,626
| – | – | ﹤0.01% | 1486 |
|
|
2018
Q4 | $166K | Hold |
35,626
| – | – | ﹤0.01% | 1536 |
|
|
2018
Q3 | $205K | Hold |
35,626
| – | – | ﹤0.01% | 1650 |
|
|
2018
Q2 | $195K | Hold |
35,626
| – | – | ﹤0.01% | 1636 |
|
|
2018
Q1 | $208K | Hold |
35,626
| – | – | ﹤0.01% | 1572 |
|
|
2017
Q4 | $219K | Hold |
35,626
| – | – | ﹤0.01% | 1533 |
|
|
2017
Q3 | $231K | Hold |
35,626
| – | – | ﹤0.01% | 1486 |
|
|
2017
Q2 | $192K | Hold |
35,626
| – | – | ﹤0.01% | 1533 |
|
|
2017
Q1 | $192K | Hold |
35,626
| – | – | ﹤0.01% | 1506 |
|
|
2016
Q4 | $212K | Hold |
35,626
| – | – | ﹤0.01% | 1377 |
|
|
2016
Q3 | $167K | Buy |
35,626
+2,276
| +7% | +$10.7K | ﹤0.01% | 1496 |
|
|
2016
Q2 | $168K | Buy |
+33,350
| New | +$168K | ﹤0.01% | 1331 |
|