Creative Planning’s FAMILY DOLLAR STORES FDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,635
| Closed | -$130K | – | 3874 |
|
|
2015
Q1 | $130K | Buy |
1,635
+418
| +34% | +$33.2K | ﹤0.01% | 1423 |
|
|
2014
Q4 | $96K | Buy |
1,217
+106
| +10% | +$8.36K | ﹤0.01% | 1559 |
|
|
2014
Q3 | $86K | Sell |
1,111
-34
| -3% | -$2.63K | ﹤0.01% | 1573 |
|
|
2014
Q2 | $76K | Sell |
1,145
-278
| -20% | -$18.5K | ﹤0.01% | 1595 |
|
|
2014
Q1 | $83K | Sell |
1,423
-1,406
| -50% | -$82K | ﹤0.01% | 1510 |
|
|
2013
Q4 | $184K | Buy |
2,829
+993
| +54% | +$64.6K | ﹤0.01% | 906 |
|
|
2013
Q3 | $132K | Sell |
1,836
-12
| -0.6% | -$863 | ﹤0.01% | 956 |
|
|
2013
Q2 | $115K | Buy |
+1,848
| New | +$115K | ﹤0.01% | 916 |
|