Creative Planning’s Fonar FONR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-27,012
| Closed | -$489K | – | 2110 |
|
|
2021
Q1 | $489K | Buy |
+27,012
| New | +$489K | ﹤0.01% | 1435 |
|
|
2017
Q3 | – | Sell |
-302
| Closed | -$8K | – | 2470 |
|
|
2017
Q2 | $8K | Buy |
302
+300
| +15,000% | +$7.95K | ﹤0.01% | 3693 |
|
|
2017
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 4549 |
|
|
2016
Q4 | $0 | Sell |
2
-2,470
| -100% | – | ﹤0.01% | 4478 |
|
|
2016
Q3 | $51K | Buy |
2,472
+1,708
| +224% | +$35.2K | ﹤0.01% | 2321 |
|
|
2016
Q2 | $16K | Buy |
764
+762
| +38,100% | +$16K | ﹤0.01% | 2906 |
|
|
2016
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 4255 |
|
|
2015
Q4 | $0 | Sell |
2
-520
| -100% | – | ﹤0.01% | 4310 |
|
|
2015
Q3 | $7K | Buy |
+522
| New | +$7K | ﹤0.01% | 3387 |
|
|
2014
Q4 | – | Sell |
-434
| Closed | -$5K | – | 4062 |
|
|
2014
Q3 | $5K | Buy |
434
+400
| +1,176% | +$4.61K | ﹤0.01% | 3220 |
|
|
2014
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 3699 |
|
|
2014
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 3389 |
|
|
2013
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 3206 |
|