Creative Planning’s Fauquier Bankshares Inc FBSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,495
| Closed | -$66K | – | 4014 |
|
|
2017
Q2 | $66K | Hold |
3,495
| – | – | ﹤0.01% | 2287 |
|
|
2017
Q1 | $63K | Buy |
3,495
+3,195
| +1,065% | +$57.6K | ﹤0.01% | 2292 |
|
|
2016
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 3913 |
|
|
2016
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 3921 |
|
|
2016
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 3719 |
|
|
2016
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 3576 |
|
|
2015
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 3655 |
|
|
2015
Q3 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 3693 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$5K | – | 3249 |
|
|
2015
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 3498 |
|
|
2014
Q4 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 3369 |
|