Creative Planning’s FUSION-IO INC COM FIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-12,723
| Closed | -$144K | – | 4166 |
|
|
2014
Q2 | $144K | Buy |
12,723
+923
| +8% | +$10.4K | ﹤0.01% | 1207 |
|
|
2014
Q1 | $124K | Sell |
11,800
-9,000
| -43% | -$94.6K | ﹤0.01% | 1261 |
|
|
2013
Q4 | $185K | Buy |
20,800
+250
| +1% | +$2.22K | ﹤0.01% | 903 |
|
|
2013
Q3 | $275K | Buy |
20,550
+1,800
| +10% | +$24.1K | 0.01% | 642 |
|
|
2013
Q2 | $267K | Buy |
+18,750
| New | +$267K | 0.01% | 592 |
|