Creative Planning’s EPIQ SYSTEMS INC EPIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-113
| Closed | -$2K | – | 4808 |
|
|
2016
Q3 | $2K | Buy |
+113
| New | +$2K | ﹤0.01% | 4182 |
|
|
2016
Q1 | – | Sell |
-225
| Closed | -$3K | – | 4559 |
|
|
2015
Q4 | $3K | Buy |
+225
| New | +$3K | ﹤0.01% | 3883 |
|
|
2015
Q2 | – | Sell |
-1,103
| Closed | -$20K | – | 3665 |
|
|
2015
Q1 | $20K | Buy |
1,103
+91
| +9% | +$1.65K | ﹤0.01% | 2710 |
|
|
2014
Q4 | $17K | Buy |
+1,012
| New | +$17K | ﹤0.01% | 2762 |
|