Creative Planning’s Edgewater Technology Inc EDGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,576
| Closed | -$31K | – | 4257 |
|
|
2017
Q2 | $31K | Hold |
4,576
| – | – | ﹤0.01% | 2849 |
|
|
2017
Q1 | $34K | Hold |
4,576
| – | – | ﹤0.01% | 2735 |
|
|
2016
Q4 | $34K | Hold |
4,576
| – | – | ﹤0.01% | 2686 |
|
|
2016
Q3 | $39K | Hold |
4,576
| – | – | ﹤0.01% | 2548 |
|
|
2016
Q2 | $40K | Hold |
4,576
| – | – | ﹤0.01% | 2292 |
|
|
2016
Q1 | $36K | Hold |
4,576
| – | – | ﹤0.01% | 2323 |
|
|
2015
Q4 | $37K | Hold |
4,576
| – | – | ﹤0.01% | 2348 |
|
|
2015
Q3 | $34K | Buy |
+4,576
| New | +$34K | ﹤0.01% | 2325 |
|
|
2015
Q2 | – | Sell |
-4,576
| Closed | -$31K | – | 3454 |
|
|
2015
Q1 | $31K | Hold |
4,576
| – | – | ﹤0.01% | 2365 |
|
|
2014
Q4 | $34K | Hold |
4,576
| – | – | ﹤0.01% | 2247 |
|
|
2014
Q3 | $31K | Hold |
4,576
| – | – | ﹤0.01% | 2216 |
|
|
2014
Q2 | $34K | Hold |
4,576
| – | – | ﹤0.01% | 2125 |
|
|
2014
Q1 | $33K | Hold |
4,576
| – | – | ﹤0.01% | 2067 |
|
|
2013
Q4 | $32K | Hold |
4,576
| – | – | ﹤0.01% | 1913 |
|
|
2013
Q3 | $24K | Buy |
+4,576
| New | +$24K | ﹤0.01% | 2000 |
|