Creative Planning’s IT Tech Packaging ITP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-26,200
| Closed | -$259K | – | 4564 |
|
|
2017
Q1 | $259K | Buy |
+26,200
| New | +$259K | ﹤0.01% | 1338 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$1K | – | 4287 |
|
|
2015
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 4092 |
|
|
2015
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3868 |
|
|
2015
Q2 | – | Sell |
-37
| Closed | -$1K | – | 1955 |
|
|
2015
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 3903 |
|
|
2014
Q4 | $0 | Hold |
37
| – | – | ﹤0.01% | 4092 |
|
|
2014
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 3711 |
|
|
2014
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 3523 |
|
|
2014
Q1 | $1K | Sell |
37
-363
| -91% | -$9.81K | ﹤0.01% | 3397 |
|
|
2013
Q4 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 2518 |
|