Creative Planning’s Iteris, Inc. ITI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-838
| Closed | -$5K | – | 3722 |
|
|
2017
Q2 | $5K | Sell |
838
-92
| -10% | -$549 | ﹤0.01% | 3956 |
|
|
2017
Q1 | $5K | Buy |
+930
| New | +$5K | ﹤0.01% | 3924 |
|
|
2015
Q1 | – | Sell |
-3,000
| Closed | -$5K | – | 4264 |
|
|
2014
Q4 | $5K | Buy |
+3,000
| New | +$5K | ﹤0.01% | 3445 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | – | – | 3500 |
|
|
2013
Q3 | $0 | Buy |
+100
| New | – | ﹤0.01% | 3381 |
|