Creative Planning’s Exactech Inc EXAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-663
| Closed | -$17K | – | 4822 |
|
|
2017
Q1 | $17K | Sell |
663
-600
| -48% | -$15.4K | ﹤0.01% | 3221 |
|
|
2016
Q4 | $34K | Buy |
1,263
+663
| +111% | +$17.8K | ﹤0.01% | 2688 |
|
|
2016
Q3 | $16K | Hold |
600
| – | – | ﹤0.01% | 3182 |
|
|
2016
Q2 | $16K | Hold |
600
| – | – | ﹤0.01% | 2929 |
|
|
2016
Q1 | $12K | Hold |
600
| – | – | ﹤0.01% | 3105 |
|
|
2015
Q4 | $11K | Hold |
600
| – | – | ﹤0.01% | 3224 |
|
|
2015
Q3 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 3201 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$15K | – | 3522 |
|
|
2015
Q1 | $15K | Hold |
600
| – | – | ﹤0.01% | 2915 |
|
|
2014
Q4 | $14K | Buy |
+600
| New | +$14K | ﹤0.01% | 2897 |
|