Creative Planning’s IDT Corp IDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,537
| Closed | -$239K | – | 2153 |
|
|
2021
Q1 | $239K | Buy |
10,537
+85
| +0.8% | +$1.93K | ﹤0.01% | 1923 |
|
|
2020
Q4 | $129K | Buy |
+10,452
| New | +$129K | ﹤0.01% | 1938 |
|
|
2017
Q3 | – | Sell |
-501
| Closed | -$6K | – | 2675 |
|
|
2017
Q2 | $6K | Hold |
501
| – | – | ﹤0.01% | 3856 |
|
|
2017
Q1 | $5K | Sell |
501
-10
| -2% | -$100 | ﹤0.01% | 3896 |
|
|
2016
Q4 | $8K | Buy |
511
+355
| +228% | +$5.56K | ﹤0.01% | 3619 |
|
|
2016
Q3 | $2K | Hold |
156
| – | – | ﹤0.01% | 4095 |
|
|
2016
Q2 | $2K | Sell |
156
-31
| -17% | -$397 | ﹤0.01% | 3917 |
|
|
2016
Q1 | $2K | Hold |
187
| – | – | ﹤0.01% | 3873 |
|
|
2015
Q4 | $2K | Sell |
187
-57
| -23% | -$610 | ﹤0.01% | 3934 |
|
|
2015
Q3 | $2K | Buy |
+244
| New | +$2K | ﹤0.01% | 3867 |
|
|
2015
Q2 | – | Sell |
-187
| Closed | -$2K | – | 1879 |
|
|
2015
Q1 | $2K | Hold |
187
| – | – | ﹤0.01% | 3771 |
|
|
2014
Q4 | $3K | Buy |
+187
| New | +$3K | ﹤0.01% | 3623 |
|