Creative Planning’s DEX MEDIA INC NEW COM STK (DE) DXM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-307
| Closed | -$3K | – | 4119 |
|
|
2014
Q2 | $3K | Hold |
307
| – | – | ﹤0.01% | 3361 |
|
|
2014
Q1 | $3K | Hold |
307
| – | – | ﹤0.01% | 3231 |
|
|
2013
Q4 | $2K | Hold |
307
| – | – | ﹤0.01% | 3162 |
|
|
2013
Q3 | $2K | Hold |
307
| – | – | ﹤0.01% | 3048 |
|
|
2013
Q2 | $5K | Buy |
+307
| New | +$5K | ﹤0.01% | 2583 |
|