Creative Planning’s Electro Scientific Industries ESIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-200
| Closed | -$2K | – | 4218 |
|
|
2017
Q2 | $2K | Sell |
200
-1,000
| -83% | -$10K | ﹤0.01% | 4276 |
|
|
2017
Q1 | $8K | Hold |
1,200
| – | – | ﹤0.01% | 3709 |
|
|
2016
Q4 | $7K | Buy |
1,200
+1,000
| +500% | +$5.83K | ﹤0.01% | 3730 |
|
|
2016
Q3 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 4308 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$1K | – | 4498 |
|
|
2015
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 4174 |
|
|
2015
Q3 | $0 | Buy |
+100
| New | – | ﹤0.01% | 4268 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$1K | – | 3420 |
|
|
2015
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 3970 |
|
|
2014
Q4 | $1K | Sell |
100
-24,930
| -100% | -$249K | ﹤0.01% | 3916 |
|
|
2014
Q3 | $170K | Sell |
25,030
-10
| -0% | -$68 | ﹤0.01% | 1152 |
|
|
2014
Q2 | $171K | Buy |
25,040
+10
| +0% | +$68 | ﹤0.01% | 1114 |
|
|
2014
Q1 | $247K | Hold |
25,030
| – | – | ﹤0.01% | 900 |
|
|
2013
Q4 | $262K | Hold |
25,030
| – | – | ﹤0.01% | 737 |
|
|
2013
Q3 | $293K | Sell |
25,030
-2,000
| -7% | -$23.4K | 0.01% | 610 |
|
|
2013
Q2 | $291K | Buy |
+27,030
| New | +$291K | 0.01% | 551 |
|