Creative Planning’s First Bancorp FBP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30
| Closed | -$343 | – | 2588 |
|
|
2023
Q1 | $343 | Buy |
+30
| New | +$343 | ﹤0.01% | 2507 |
|
|
2014
Q3 | – | Sell |
-1,000
| Closed | -$5K | – | 3890 |
|
|
2014
Q2 | $5K | Buy |
1,000
+800
| +400% | +$4K | ﹤0.01% | 3122 |
|
|
2014
Q1 | $1K | Buy |
200
+134
| +203% | +$670 | ﹤0.01% | 3387 |
|
|
2013
Q4 | $0 | Hold |
66
| – | – | ﹤0.01% | 3358 |
|
|
2013
Q3 | $0 | Hold |
66
| – | – | ﹤0.01% | 3250 |
|
|
2013
Q2 | $0 | Buy |
+66
| New | – | ﹤0.01% | 3083 |
|