Creative Planning’s Destination XL Group DXLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-131,129
| Closed | -$34K | – | 2378 |
|
|
2020
Q3 | $34K | Hold |
131,129
| – | – | ﹤0.01% | 1940 |
|
|
2020
Q2 | $85K | Hold |
131,129
| – | – | ﹤0.01% | 1688 |
|
|
2020
Q1 | $46K | Hold |
131,129
| – | – | ﹤0.01% | 1642 |
|
|
2019
Q4 | $168K | Hold |
131,129
| – | – | ﹤0.01% | 1674 |
|
|
2019
Q3 | $222K | Hold |
131,129
| – | – | ﹤0.01% | 1543 |
|
|
2019
Q2 | $231K | Hold |
131,129
| – | – | ﹤0.01% | 1524 |
|
|
2019
Q1 | $321K | Hold |
131,129
| – | – | ﹤0.01% | 1294 |
|
|
2018
Q4 | $285K | Hold |
131,129
| – | – | ﹤0.01% | 1259 |
|
|
2018
Q3 | $328K | Hold |
131,129
| – | – | ﹤0.01% | 1344 |
|
|
2018
Q2 | $295K | Hold |
131,129
| – | – | ﹤0.01% | 1382 |
|
|
2018
Q1 | $229K | Hold |
131,129
| – | – | ﹤0.01% | 1511 |
|
|
2017
Q4 | $288K | Hold |
131,129
| – | – | ﹤0.01% | 1384 |
|
|
2017
Q3 | $249K | Buy |
131,129
+36,254
| +38% | +$69.3K | ﹤0.01% | 1453 |
|
|
2017
Q2 | $223K | Hold |
94,875
| – | – | ﹤0.01% | 1459 |
|
|
2017
Q1 | $270K | Hold |
94,875
| – | – | ﹤0.01% | 1323 |
|
|
2016
Q4 | $403K | Sell |
94,875
-2,250
| -2% | -$9.61K | ﹤0.01% | 1029 |
|
|
2016
Q3 | $421K | Hold |
97,125
| – | – | ﹤0.01% | 981 |
|
|
2016
Q2 | $444K | Buy |
97,125
+5,000
| +5% | +$24.8K | ﹤0.01% | 839 |
|
|
2016
Q1 | $476K | Hold |
92,125
| – | – | ﹤0.01% | 768 |
|
|
2015
Q4 | $509K | Hold |
92,125
| – | – | ﹤0.01% | 748 |
|
|
2015
Q3 | $535K | Hold |
92,125
| – | – | ﹤0.01% | 716 |
|
|
2015
Q2 | $462K | Hold |
92,125
| – | – | ﹤0.01% | 691 |
|
|
2015
Q1 | $455K | Hold |
92,125
| – | – | ﹤0.01% | 779 |
|
|
2014
Q4 | $503K | Hold |
92,125
| – | – | 0.01% | 689 |
|
|
2014
Q3 | $435K | Sell |
92,125
-870
| -0.9% | -$4.5K | 0.01% | 714 |
|
|
2014
Q2 | $512K | Sell |
92,995
-70
| -0.1% | -$372 | 0.01% | 638 |
|
|
2014
Q1 | $525K | Hold |
93,065
| – | – | 0.01% | 595 |
|
|
2013
Q4 | $609K | Hold |
93,065
| – | – | 0.01% | 464 |
|
|
2013
Q3 | $602K | Buy |
93,065
+1,239
| +1% | +$7.96K | 0.01% | 394 |
|
|
2013
Q2 | $582K | Buy |
+91,826
| New | +$481K | 0.01% | 369 |
|
