Creative Planning’s Erickson Incorporated EAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,000
| Closed | -$4K | – | 4786 |
|
|
2016
Q3 | $4K | Hold |
6,000
| – | – | ﹤0.01% | 3939 |
|
|
2016
Q2 | $4K | Buy |
6,000
+5,000
| +500% | +$3.33K | ﹤0.01% | 3744 |
|
|
2016
Q1 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3959 |
|
|
2015
Q4 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 4020 |
|
|
2015
Q3 | $3K | Buy |
+1,000
| New | +$3K | ﹤0.01% | 3825 |
|
|
2014
Q2 | – | Sell |
-1,385
| Closed | -$27K | – | 3928 |
|
|
2014
Q1 | $27K | Hold |
1,385
| – | – | ﹤0.01% | 2190 |
|
|
2013
Q4 | $29K | Sell |
1,385
-1,000
| -42% | -$20.9K | ﹤0.01% | 1981 |
|
|
2013
Q3 | $37K | Hold |
2,385
| – | – | ﹤0.01% | 1714 |
|
|
2013
Q2 | $45K | Buy |
+2,385
| New | +$45K | ﹤0.01% | 1447 |
|