Creative Planning’s NIC Inc EGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $486K | Sell |
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|
2020
Q4 | $435K | Buy |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $397K | Buy |
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|
2019
Q4 | $354K | Buy |
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|
2019
Q3 | $316K | Buy |
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|
2019
Q2 | $240K | Buy |
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|
2019
Q1 | $225K | Buy |
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|
2018
Q4 | $153K | Sell |
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|
2018
Q3 | $234K | Buy |
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|
2018
Q2 | $162K | Sell |
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|
2018
Q1 | $147K | Sell |
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|
2017
Q4 | $197K | Sell |
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|
2017
Q3 | $211K | Sell |
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|
2017
Q2 | $240K | Buy |
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|
2017
Q1 | $234K | Buy |
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|
2016
Q4 | $273K | Sell |
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|
2016
Q3 | $286K | Hold |
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|
2016
Q2 | $267K | Buy |
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|
2016
Q1 | $199K | Buy |
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|
2015
Q4 | $217K | Sell |
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|
2015
Q3 | $198K | Hold |
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|
2015
Q2 | $204K | Hold |
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|
2015
Q1 | $197K | Sell |
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|
2014
Q4 | $237K | Buy |
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|
2014
Q3 | $226K | Buy |
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|
2014
Q2 | $113K | Hold |
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|
2014
Q1 | $138K | Hold |
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|
2013
Q4 | $178K | Sell |
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|
2013
Q3 | $169K | Buy |
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|
2013
Q2 | $118K | Buy |
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