Creative Planning’s Greenhill & Co., Inc. GHL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,009
| Closed | -$207K | – | 3051 |
|
|
2023
Q3 | $207K | Buy |
+14,009
| New | +$207K | ﹤0.01% | 2210 |
|
|
2017
Q3 | – | Sell |
-9
| Closed | – | – | 3797 |
|
|
2017
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 4710 |
|
|
2017
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 4734 |
|
|
2016
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 4647 |
|
|
2016
Q3 | – | Sell |
-17
| Closed | – | – | 4550 |
|
|
2016
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 4386 |
|
|
2016
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 4429 |
|
|
2015
Q4 | $0 | Hold |
17
| – | – | ﹤0.01% | 4468 |
|
|
2015
Q3 | $0 | Buy |
+17
| New | – | ﹤0.01% | 4252 |
|
|
2015
Q2 | – | Sell |
-65
| Closed | -$3K | – | 3062 |
|
|
2015
Q1 | $3K | Buy |
65
+48
| +282% | +$2.22K | ﹤0.01% | 3692 |
|
|
2014
Q4 | $1K | Sell |
17
-11
| -39% | -$647 | ﹤0.01% | 3899 |
|
|
2014
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 3755 |
|
|
2014
Q2 | – | Sell |
-4
| Closed | – | – | 3858 |
|
|
2014
Q1 | $0 | Sell |
4
-21
| -84% | – | ﹤0.01% | 3676 |
|
|
2013
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 3238 |
|