Creative Planning’s Electronics for Imaging EFII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-204
| Closed | -$10K | – | 4546 |
|
|
2017
Q2 | $10K | Hold |
204
| – | – | ﹤0.01% | 3618 |
|
|
2017
Q1 | $10K | Hold |
204
| – | – | ﹤0.01% | 3588 |
|
|
2016
Q4 | $9K | Buy |
204
+4
| +2% | +$176 | ﹤0.01% | 3595 |
|
|
2016
Q3 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 3496 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$13K | – | 4486 |
|
|
2014
Q4 | $13K | Buy |
300
+56
| +23% | +$2.43K | ﹤0.01% | 2951 |
|
|
2014
Q3 | $11K | Buy |
244
+44
| +22% | +$1.98K | ﹤0.01% | 2882 |
|
|
2014
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 2900 |
|
|
2014
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 2782 |
|
|
2013
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 2695 |
|
|
2013
Q3 | $6K | Sell |
200
-300
| -60% | -$9K | ﹤0.01% | 2704 |
|
|
2013
Q2 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 2136 |
|