Creative Planning’s Invacare Corporation IVC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-322
| Closed | -$4K | – | 3864 |
|
2017
Q2 | $4K | Hold |
322
| – | – | ﹤0.01% | 4057 |
|
2017
Q1 | $4K | Hold |
322
| – | – | ﹤0.01% | 4023 |
|
2016
Q4 | $4K | Hold |
322
| – | – | ﹤0.01% | 3991 |
|
2016
Q3 | $4K | Hold |
322
| – | – | ﹤0.01% | 3916 |
|
2016
Q2 | $4K | Buy |
322
+310
| +2,583% | +$3.85K | ﹤0.01% | 3714 |
|
2016
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 4440 |
|
2015
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 4478 |
|
2015
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 4256 |
|
2015
Q2 | – | Sell |
-12
| Closed | – | – | 3123 |
|
2015
Q1 | $0 | Sell |
12
-25
| -68% | – | ﹤0.01% | 4283 |
|
2014
Q4 | $1K | Sell |
37
-26
| -41% | -$703 | ﹤0.01% | 3903 |
|
2014
Q3 | $1K | Sell |
63
-25
| -28% | -$397 | ﹤0.01% | 3759 |
|
2014
Q2 | $2K | Buy |
88
+25
| +40% | +$568 | ﹤0.01% | 3443 |
|
2014
Q1 | $1K | Sell |
63
-574
| -90% | -$9.11K | ﹤0.01% | 3429 |
|
2013
Q4 | $15K | Buy |
637
+600
| +1,622% | +$14.1K | ﹤0.01% | 2367 |
|
2013
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 3133 |
|
2013
Q2 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 2989 |
|