Creative Planning’s INFOSONICS CORPORATION IFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,495
| Closed | -$1K | – | 4657 |
|
|
2017
Q2 | $1K | Hold |
1,495
| – | – | ﹤0.01% | 4467 |
|
|
2017
Q1 | $1K | Hold |
1,495
| – | – | ﹤0.01% | 4470 |
|
|
2016
Q4 | $1K | Hold |
1,495
| – | – | ﹤0.01% | 4409 |
|
|
2016
Q3 | $1K | Hold |
1,495
| – | – | ﹤0.01% | 4349 |
|
|
2016
Q2 | $1K | Hold |
1,495
| – | – | ﹤0.01% | 4179 |
|
|
2016
Q1 | $1K | Hold |
1,495
| – | – | ﹤0.01% | 4169 |
|
|
2015
Q4 | $2K | Hold |
1,495
| – | – | ﹤0.01% | 4054 |
|
|
2015
Q3 | $2K | Buy |
+1,495
| New | +$2K | ﹤0.01% | 3973 |
|
|
2015
Q2 | – | Sell |
-1,495
| Closed | -$4K | – | 4159 |
|
|
2015
Q1 | $4K | Hold |
1,495
| – | – | ﹤0.01% | 3636 |
|
|
2014
Q4 | $2K | Hold |
1,495
| – | – | ﹤0.01% | 3821 |
|
|
2014
Q3 | $3K | Hold |
1,495
| – | – | ﹤0.01% | 3528 |
|
|
2014
Q2 | $4K | Hold |
1,495
| – | – | ﹤0.01% | 3282 |
|
|
2014
Q1 | $5K | Buy |
+1,495
| New | +$5K | ﹤0.01% | 3076 |
|