Creative Planning’s IF Bancorp IROQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,504
| Closed | -$49K | – | 2721 |
|
|
2017
Q2 | $49K | Hold |
2,504
| – | – | ﹤0.01% | 2508 |
|
|
2017
Q1 | $50K | Hold |
2,504
| – | – | ﹤0.01% | 2456 |
|
|
2016
Q4 | $46K | Hold |
2,504
| – | – | ﹤0.01% | 2433 |
|
|
2016
Q3 | $47K | Hold |
2,504
| – | – | ﹤0.01% | 2391 |
|
|
2016
Q2 | $46K | Hold |
2,504
| – | – | ﹤0.01% | 2171 |
|
|
2016
Q1 | $46K | Buy |
+2,504
| New | +$46K | ﹤0.01% | 2147 |
|