Creative Planning’s Enlightify Inc. ENFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-83
| Closed | -$1K | – | 3681 |
|
|
2017
Q2 | $1K | Sell |
83
-25
| -23% | -$301 | ﹤0.01% | 4404 |
|
|
2017
Q1 | $2K | Hold |
108
| – | – | ﹤0.01% | 4239 |
|
|
2016
Q4 | $2K | Hold |
108
| – | – | ﹤0.01% | 4195 |
|
|
2016
Q3 | $2K | Hold |
108
| – | – | ﹤0.01% | 4135 |
|
|
2016
Q2 | $2K | Hold |
108
| – | – | ﹤0.01% | 3955 |
|
|
2016
Q1 | $2K | Sell |
108
-267
| -71% | -$4.94K | ﹤0.01% | 3915 |
|
|
2015
Q4 | $7K | Hold |
375
| – | – | ﹤0.01% | 3473 |
|
|
2015
Q3 | $8K | Buy |
+375
| New | +$8K | ﹤0.01% | 3334 |
|
|
2015
Q2 | – | Sell |
-375
| Closed | -$8K | – | 2959 |
|
|
2015
Q1 | $8K | Hold |
375
| – | – | ﹤0.01% | 3289 |
|
|
2014
Q4 | $7K | Buy |
375
+17
| +5% | +$317 | ﹤0.01% | 3279 |
|
|
2014
Q3 | $9K | Buy |
358
+83
| +30% | +$2.09K | ﹤0.01% | 2971 |
|
|
2014
Q2 | $7K | Sell |
275
-833
| -75% | -$21.2K | ﹤0.01% | 2986 |
|
|
2014
Q1 | $38K | Hold |
1,108
| – | – | ﹤0.01% | 1968 |
|
|
2013
Q4 | $48K | Sell |
1,108
-9
| -0.8% | -$390 | ﹤0.01% | 1635 |
|
|
2013
Q3 | $61K | Hold |
1,117
| – | – | ﹤0.01% | 1395 |
|
|
2013
Q2 | $38K | Buy |
+1,117
| New | +$38K | ﹤0.01% | 1531 |
|