Creative Planning’s Everbank Financial Corp EVER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-51
| Closed | -$1K | – | 4859 |
|
2017
Q1 | $1K | Hold |
51
| – | – | ﹤0.01% | 4450 |
|
2016
Q4 | $1K | Buy |
51
+1
| +2% | +$20 | ﹤0.01% | 4388 |
|
2016
Q3 | $1K | Sell |
50
-167
| -77% | -$3.34K | ﹤0.01% | 4326 |
|
2016
Q2 | $3K | Buy |
217
+167
| +334% | +$2.31K | ﹤0.01% | 3863 |
|
2016
Q1 | $1K | Sell |
50
-60
| -55% | -$1.2K | ﹤0.01% | 4121 |
|
2015
Q4 | $2K | Buy |
110
+60
| +120% | +$1.09K | ﹤0.01% | 4015 |
|
2015
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 4108 |
|
2015
Q2 | – | Sell |
-50
| Closed | -$1K | – | 3591 |
|
2015
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 3979 |
|
2014
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 3928 |
|