Creative Planning’s Intermolecular, Inc. IMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-30,000
| Closed | -$41K | – | 2030 |
|
|
2017
Q4 | $41K | Sell |
30,000
-3,000
| -9% | -$4.1K | ﹤0.01% | 1804 |
|
|
2017
Q3 | $34K | Hold |
33,000
| – | – | ﹤0.01% | 1795 |
|
|
2017
Q2 | $30K | Hold |
33,000
| – | – | ﹤0.01% | 2870 |
|
|
2017
Q1 | $31K | Hold |
33,000
| – | – | ﹤0.01% | 2798 |
|
|
2016
Q4 | $31K | Buy |
33,000
+3,000
| +10% | +$2.82K | ﹤0.01% | 2744 |
|
|
2016
Q3 | $30K | Buy |
30,000
+7,000
| +30% | +$7K | ﹤0.01% | 2728 |
|
|
2016
Q2 | $34K | Buy |
23,000
+8,000
| +53% | +$11.8K | ﹤0.01% | 2396 |
|
|
2016
Q1 | $38K | Buy |
15,000
+7,900
| +111% | +$20K | ﹤0.01% | 2280 |
|
|
2015
Q4 | $16K | Buy |
7,100
+2,100
| +42% | +$4.73K | ﹤0.01% | 2974 |
|
|
2015
Q3 | $9K | Buy |
+5,000
| New | +$9K | ﹤0.01% | 3259 |
|