Creative Planning’s First Bancorp FNLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,396
| Closed | -$38K | – | 2467 |
|
|
2017
Q2 | $38K | Hold |
1,396
| – | – | ﹤0.01% | 2712 |
|
|
2017
Q1 | $38K | Hold |
1,396
| – | – | ﹤0.01% | 2644 |
|
|
2016
Q4 | $46K | Hold |
1,396
| – | – | ﹤0.01% | 2431 |
|
|
2016
Q3 | $33K | Hold |
1,396
| – | – | ﹤0.01% | 2643 |
|
|
2016
Q2 | $30K | Hold |
1,396
| – | – | ﹤0.01% | 2466 |
|
|
2016
Q1 | $27K | Hold |
1,396
| – | – | ﹤0.01% | 2524 |
|
|
2015
Q4 | $29K | Hold |
1,396
| – | – | ﹤0.01% | 2542 |
|
|
2015
Q3 | $27K | Buy |
+1,396
| New | +$27K | ﹤0.01% | 2478 |
|
|
2014
Q4 | – | Sell |
-300
| Closed | -$5K | – | 4061 |
|
|
2014
Q3 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 3219 |
|
|
2013
Q3 | – | Sell |
-500
| Closed | -$9K | – | 3253 |
|
|
2013
Q2 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 2316 |
|