Creative Planning’s IMS HEALTH HLDGS INC COM STK (DE) IMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,604
| Closed | -$50K | – | 4877 |
|
|
2016
Q3 | $50K | Buy |
1,604
+104
| +7% | +$3.24K | ﹤0.01% | 2355 |
|
|
2016
Q2 | $38K | Hold |
1,500
| – | – | ﹤0.01% | 2330 |
|
|
2016
Q1 | $40K | Hold |
1,500
| – | – | ﹤0.01% | 2249 |
|
|
2015
Q4 | $38K | Sell |
1,500
-1,200
| -44% | -$30.4K | ﹤0.01% | 2329 |
|
|
2015
Q3 | $79K | Buy |
+2,700
| New | +$79K | ﹤0.01% | 1725 |
|
|
2015
Q2 | – | Sell |
-2,700
| Closed | -$73K | – | 4157 |
|
|
2015
Q1 | $73K | Hold |
2,700
| – | – | ﹤0.01% | 1746 |
|
|
2014
Q4 | $69K | Hold |
2,700
| – | – | ﹤0.01% | 1775 |
|
|
2014
Q3 | $71K | Buy |
2,700
+100
| +4% | +$2.63K | ﹤0.01% | 1682 |
|
|
2014
Q2 | $67K | Buy |
+2,600
| New | +$67K | ﹤0.01% | 1668 |
|