Creative Planning’s Haoxi Health Technology Ltd HAO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-648
| Closed | -$479K | – | 1991 |
|
|
2017
Q4 | $479K | Sell |
648
-766
| -54% | -$566K | ﹤0.01% | 1093 |
|
|
2017
Q3 | $1.04M | Buy |
1,414
+249
| +21% | +$183K | ﹤0.01% | 692 |
|
|
2017
Q2 | $749K | Buy |
1,165
+185
| +19% | +$119K | ﹤0.01% | 818 |
|
|
2017
Q1 | $609K | Buy |
+980
| New | +$609K | ﹤0.01% | 887 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 4620 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 4526 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 4364 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 4403 |
|
|
2015
Q4 | – | Sell |
-14
| Closed | -$8K | – | 4443 |
|
|
2015
Q3 | $8K | Buy |
+14
| New | +$8K | ﹤0.01% | 3333 |
|
|
2015
Q2 | – | Sell |
-18
| Closed | -$12K | – | 2940 |
|
|
2015
Q1 | $12K | Buy |
18
+14
| +350% | +$9.33K | ﹤0.01% | 3056 |
|
|
2014
Q4 | $3K | Buy |
+4
| New | +$3K | ﹤0.01% | 3647 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 4015 |
|
|
2014
Q2 | – | Sell |
-1,080
| Closed | -$687K | – | 3840 |
|
|
2014
Q1 | $687K | Buy |
1,080
+1,068
| +8,900% | +$679K | 0.01% | 499 |
|
|
2013
Q4 | $8K | Buy |
+12
| New | +$8K | ﹤0.01% | 2677 |
|