Creative Planning’s Ebix Inc EBIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,467
| Closed | -$249K | – | 1995 |
|
|
2019
Q4 | $249K | Buy |
+7,467
| New | +$249K | ﹤0.01% | 1497 |
|
|
2019
Q3 | – | Sell |
-4,467
| Closed | -$224K | – | 2000 |
|
|
2019
Q2 | $224K | Hold |
4,467
| – | – | ﹤0.01% | 1537 |
|
|
2019
Q1 | $221K | Buy |
+4,467
| New | +$221K | ﹤0.01% | 1507 |
|
|
2018
Q4 | – | Sell |
-4,521
| Closed | -$358K | – | 2017 |
|
|
2018
Q3 | $358K | Hold |
4,521
| – | – | ﹤0.01% | 1277 |
|
|
2018
Q2 | $345K | Buy |
4,521
+1,279
| +39% | +$97.6K | ﹤0.01% | 1273 |
|
|
2018
Q1 | $242K | Sell |
3,242
-826
| -20% | -$61.7K | ﹤0.01% | 1469 |
|
|
2017
Q4 | $322K | Hold |
4,068
| – | – | ﹤0.01% | 1315 |
|
|
2017
Q3 | $265K | Buy |
4,068
+2,700
| +197% | +$176K | ﹤0.01% | 1398 |
|
|
2017
Q2 | $74K | Sell |
1,368
-910
| -40% | -$49.2K | ﹤0.01% | 2194 |
|
|
2017
Q1 | $140K | Buy |
2,278
+1,490
| +189% | +$91.6K | ﹤0.01% | 1728 |
|
|
2016
Q4 | $45K | Buy |
788
+24
| +3% | +$1.37K | ﹤0.01% | 2468 |
|
|
2016
Q3 | $43K | Buy |
764
+76
| +11% | +$4.28K | ﹤0.01% | 2471 |
|
|
2016
Q2 | $33K | Sell |
688
-151
| -18% | -$7.24K | ﹤0.01% | 2415 |
|
|
2016
Q1 | $34K | Buy |
839
+200
| +31% | +$8.11K | ﹤0.01% | 2367 |
|
|
2015
Q4 | $21K | Sell |
639
-150
| -19% | -$4.93K | ﹤0.01% | 2799 |
|
|
2015
Q3 | $20K | Buy |
+789
| New | +$20K | ﹤0.01% | 2727 |
|
|
2015
Q2 | – | Sell |
-2,643
| Closed | -$80K | – | 3971 |
|
|
2015
Q1 | $80K | Buy |
2,643
+1,994
| +307% | +$60.4K | ﹤0.01% | 1694 |
|
|
2014
Q4 | $11K | Hold |
649
| – | – | ﹤0.01% | 3057 |
|
|
2014
Q3 | $9K | Hold |
649
| – | – | ﹤0.01% | 2996 |
|
|
2014
Q2 | $9K | Hold |
649
| – | – | ﹤0.01% | 2899 |
|
|
2014
Q1 | $11K | Sell |
649
-290
| -31% | -$4.92K | ﹤0.01% | 2693 |
|
|
2013
Q4 | $14K | Buy |
939
+200
| +27% | +$2.98K | ﹤0.01% | 2410 |
|
|
2013
Q3 | $7K | Buy |
739
+100
| +16% | +$947 | ﹤0.01% | 2640 |
|
|
2013
Q2 | $6K | Buy |
+639
| New | +$6K | ﹤0.01% | 2514 |
|