Creative Planning’s HRG Group, Inc. HRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-280
| Closed | -$5K | – | 4660 |
|
|
2017
Q2 | $5K | Hold |
280
| – | – | ﹤0.01% | 3997 |
|
|
2017
Q1 | $5K | Hold |
280
| – | – | ﹤0.01% | 3956 |
|
|
2016
Q4 | $4K | Hold |
280
| – | – | ﹤0.01% | 4026 |
|
|
2016
Q3 | $4K | Sell |
280
-131
| -32% | -$1.87K | ﹤0.01% | 3954 |
|
|
2016
Q2 | $6K | Hold |
411
| – | – | ﹤0.01% | 3534 |
|
|
2016
Q1 | $6K | Buy |
411
+131
| +47% | +$1.91K | ﹤0.01% | 3498 |
|
|
2015
Q4 | $4K | Hold |
280
| – | – | ﹤0.01% | 3792 |
|
|
2015
Q3 | $3K | Buy |
+280
| New | +$3K | ﹤0.01% | 3838 |
|
|
2015
Q2 | – | Sell |
-325
| Closed | -$4K | – | 4165 |
|
|
2015
Q1 | $4K | Hold |
325
| – | – | ﹤0.01% | 3638 |
|
|
2014
Q4 | $5K | Hold |
325
| – | – | ﹤0.01% | 3497 |
|
|
2014
Q3 | $4K | Buy |
+325
| New | +$4K | ﹤0.01% | 3407 |
|