Creative Planning’s J.C. Penney Company, Inc. JCP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-17,378
| Closed | -$19K | – | 1980 |
|
2019
Q4 | $19K | Buy |
17,378
+4,044
| +30% | +$4.42K | ﹤0.01% | 1841 |
|
2019
Q3 | $12K | Buy |
13,334
+1,000
| +8% | +$900 | ﹤0.01% | 1845 |
|
2019
Q2 | $14K | Sell |
12,334
-23,000
| -65% | -$26.1K | ﹤0.01% | 1866 |
|
2019
Q1 | $53K | Sell |
35,334
-10,000
| -22% | -$15K | ﹤0.01% | 1747 |
|
2018
Q4 | $47K | Buy |
45,334
+18,387
| +68% | +$19.1K | ﹤0.01% | 1692 |
|
2018
Q3 | $45K | Sell |
26,947
-7,625
| -22% | -$12.7K | ﹤0.01% | 1850 |
|
2018
Q2 | $81K | Sell |
34,572
-38,945
| -53% | -$91.2K | ﹤0.01% | 1781 |
|
2018
Q1 | $222K | Sell |
73,517
-61,339
| -45% | -$185K | ﹤0.01% | 1527 |
|
2017
Q4 | $426K | Sell |
134,856
-36,188
| -21% | -$114K | ﹤0.01% | 1156 |
|
2017
Q3 | $652K | Buy |
171,044
+55,700
| +48% | +$212K | ﹤0.01% | 908 |
|
2017
Q2 | $536K | Buy |
115,344
+79,634
| +223% | +$370K | ﹤0.01% | 971 |
|
2017
Q1 | $220K | Buy |
35,710
+5,871
| +20% | +$36.2K | ﹤0.01% | 1420 |
|
2016
Q4 | $248K | Sell |
29,839
-5,102
| -15% | -$42.4K | ﹤0.01% | 1286 |
|
2016
Q3 | $322K | Buy |
34,941
+890
| +3% | +$8.2K | ﹤0.01% | 1137 |
|
2016
Q2 | $302K | Buy |
34,051
+2,389
| +8% | +$21.2K | ﹤0.01% | 1040 |
|
2016
Q1 | $350K | Sell |
31,662
-2,553
| -7% | -$28.2K | ﹤0.01% | 908 |
|
2015
Q4 | $228K | Buy |
34,215
+7,765
| +29% | +$51.7K | ﹤0.01% | 1119 |
|
2015
Q3 | $246K | Buy |
26,450
+11,700
| +79% | +$109K | ﹤0.01% | 1072 |
|
2015
Q2 | $125K | Sell |
14,750
-2,954
| -17% | -$25K | ﹤0.01% | 942 |
|
2015
Q1 | $149K | Buy |
17,704
+7,560
| +75% | +$63.6K | ﹤0.01% | 1339 |
|
2014
Q4 | $66K | Sell |
10,144
-4,785
| -32% | -$31.1K | ﹤0.01% | 1804 |
|
2014
Q3 | $150K | Buy |
14,929
+5,371
| +56% | +$54K | ﹤0.01% | 1222 |
|
2014
Q2 | $87K | Sell |
9,558
-11,718
| -55% | -$107K | ﹤0.01% | 1517 |
|
2014
Q1 | $183K | Buy |
21,276
+7,446
| +54% | +$64K | ﹤0.01% | 1038 |
|
2013
Q4 | $127K | Buy |
13,830
+9,787
| +242% | +$89.9K | ﹤0.01% | 1069 |
|
2013
Q3 | $36K | Sell |
4,043
-730
| -15% | -$6.5K | ﹤0.01% | 1731 |
|
2013
Q2 | $82K | Buy |
+4,773
| New | +$82K | ﹤0.01% | 1099 |
|