Creative Planning’s Bottomline Technologies Inc EPAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-400
| Closed | -$10K | – | 4758 |
|
|
2016
Q4 | $10K | Sell |
400
-102
| -20% | -$2.55K | ﹤0.01% | 3516 |
|
|
2016
Q3 | $12K | Buy |
+502
| New | +$12K | ﹤0.01% | 3369 |
|
|
2014
Q4 | – | Sell |
-4,500
| Closed | -$124K | – | 4224 |
|
|
2014
Q3 | $124K | Hold |
4,500
| – | – | ﹤0.01% | 1330 |
|
|
2014
Q2 | $135K | Hold |
4,500
| – | – | ﹤0.01% | 1239 |
|
|
2014
Q1 | $158K | Hold |
4,500
| – | – | ﹤0.01% | 1120 |
|
|
2013
Q4 | $163K | Hold |
4,500
| – | – | ﹤0.01% | 953 |
|
|
2013
Q3 | $125K | Hold |
4,500
| – | – | ﹤0.01% | 981 |
|
|
2013
Q2 | $114K | Buy |
+4,500
| New | +$114K | ﹤0.01% | 921 |
|