Creative Planning’s Evolving Systems, Inc. EVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-200
| Closed | -$1K | – | 4627 |
|
|
2017
Q2 | $1K | Buy |
200
+100
| +100% | +$500 | ﹤0.01% | 4464 |
|
|
2017
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 4945 |
|
|
2016
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 4871 |
|
|
2016
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 4754 |
|
|
2016
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 4176 |
|
|
2016
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 4165 |
|
|
2015
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 4237 |
|
|
2015
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 4162 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$1K | – | 4125 |
|
|
2015
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 4031 |
|
|
2014
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3980 |
|
|
2014
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3830 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$1K | – | 3857 |
|
|
2013
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3296 |
|