Creative Planning’s GP Strategies Corp. GPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-668
| Closed | -$19K | – | 4765 |
|
|
2016
Q4 | $19K | Hold |
668
| – | – | ﹤0.01% | 3086 |
|
|
2016
Q3 | $16K | Hold |
668
| – | – | ﹤0.01% | 3176 |
|
|
2016
Q2 | $14K | Sell |
668
-376
| -36% | -$7.88K | ﹤0.01% | 3005 |
|
|
2016
Q1 | $29K | Hold |
1,044
| – | – | ﹤0.01% | 2482 |
|
|
2015
Q4 | $26K | Hold |
1,044
| – | – | ﹤0.01% | 2626 |
|
|
2015
Q3 | $24K | Buy |
+1,044
| New | +$24K | ﹤0.01% | 2586 |
|
|
2015
Q2 | – | Sell |
-1,044
| Closed | -$39K | – | 3212 |
|
|
2015
Q1 | $39K | Sell |
1,044
-220
| -17% | -$8.22K | ﹤0.01% | 2189 |
|
|
2014
Q4 | $43K | Buy |
1,264
+596
| +89% | +$20.3K | ﹤0.01% | 2095 |
|
|
2014
Q3 | $19K | Hold |
668
| – | – | ﹤0.01% | 2560 |
|
|
2014
Q2 | $17K | Hold |
668
| – | – | ﹤0.01% | 2554 |
|
|
2014
Q1 | $18K | Hold |
668
| – | – | ﹤0.01% | 2425 |
|
|
2013
Q4 | $20K | Hold |
668
| – | – | ﹤0.01% | 2198 |
|
|
2013
Q3 | $18K | Buy |
+668
| New | +$18K | ﹤0.01% | 2169 |
|