Creative Planning’s Identive INVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,695
| Closed | -$14K | – | 2708 |
|
|
2017
Q2 | $14K | Sell |
2,695
-2,400
| -47% | -$12.5K | ﹤0.01% | 3372 |
|
|
2017
Q1 | $36K | Buy |
+5,095
| New | +$36K | ﹤0.01% | 2680 |
|
|
2016
Q2 | – | Sell |
-76
| Closed | – | – | 4265 |
|
|
2016
Q1 | $0 | Buy |
+76
| New | – | ﹤0.01% | 4285 |
|