Creative Planning’s Friedman Industries FRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-76
| Closed | -$744 | – | 2578 |
|
|
2022
Q4 | $744 | Buy |
+76
| New | +$744 | ﹤0.01% | 2375 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$6K | – | 2480 |
|
|
2017
Q2 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 3848 |
|
|
2017
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 3811 |
|
|
2016
Q4 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 3692 |
|
|
2016
Q3 | $5K | Sell |
1,000
-3,016
| -75% | -$15.1K | ﹤0.01% | 3781 |
|
|
2016
Q2 | $23K | Buy |
4,016
+5
| +0.1% | +$29 | ﹤0.01% | 2665 |
|
|
2016
Q1 | $22K | Buy |
4,011
+6
| +0.1% | +$33 | ﹤0.01% | 2672 |
|
|
2015
Q4 | $22K | Buy |
4,005
+5
| +0.1% | +$27 | ﹤0.01% | 2736 |
|
|
2015
Q3 | $24K | Buy |
+4,000
| New | +$24K | ﹤0.01% | 2569 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$6K | – | 1693 |
|
|
2015
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 3400 |
|
|
2014
Q4 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 3244 |
|
|
2014
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 3012 |
|
|
2014
Q2 | $8K | Buy |
+1,000
| New | +$8K | ﹤0.01% | 2910 |
|