Creative Planning’s J.C. Penney Company, Inc. JCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-17,378
| Closed | -$19K | – | 2170 |
|
|
2019
Q4 | $19K | Buy |
17,378
+4,044
| +30% | +$4.3K | ﹤0.01% | 1882 |
|
|
2019
Q3 | $12K | Buy |
13,334
+1,000
| +8% | +$840 | ﹤0.01% | 1896 |
|
|
2019
Q2 | $14K | Sell |
12,334
-23,000
| -65% | -$27.3K | ﹤0.01% | 1918 |
|
|
2019
Q1 | $53K | Sell |
35,334
-10,000
| -22% | -$14.1K | ﹤0.01% | 1774 |
|
|
2018
Q4 | $47K | Buy |
45,334
+18,387
| +68% | +$25.8K | ﹤0.01% | 1716 |
|
|
2018
Q3 | $45K | Sell |
26,947
-7,625
| -22% | -$16.2K | ﹤0.01% | 1891 |
|
|
2018
Q2 | $81K | Sell |
34,572
-38,945
| -53% | -$110K | ﹤0.01% | 1803 |
|
|
2018
Q1 | $222K | Sell |
73,517
-61,339
| -45% | -$221K | ﹤0.01% | 1539 |
|
|
2017
Q4 | $426K | Sell |
134,856
-36,188
| -21% | -$117K | ﹤0.01% | 1166 |
|
|
2017
Q3 | $652K | Buy |
171,044
+55,700
| +48% | +$246K | ﹤0.01% | 916 |
|
|
2017
Q2 | $536K | Buy |
115,344
+79,634
| +223% | +$407K | ﹤0.01% | 979 |
|
|
2017
Q1 | $220K | Buy |
35,710
+5,871
| +20% | +$38.8K | ﹤0.01% | 1430 |
|
|
2016
Q4 | $248K | Sell |
29,839
-5,102
| -15% | -$46.1K | ﹤0.01% | 1294 |
|
|
2016
Q3 | $322K | Buy |
34,941
+890
| +3% | +$8.48K | ﹤0.01% | 1142 |
|
|
2016
Q2 | $302K | Buy |
34,051
+2,389
| +8% | +$21K | ﹤0.01% | 1044 |
|
|
2016
Q1 | $350K | Sell |
31,662
-2,553
| -7% | -$22.4K | ﹤0.01% | 911 |
|
|
2015
Q4 | $228K | Buy |
34,215
+7,765
| +29% | +$64.8K | ﹤0.01% | 1128 |
|
|
2015
Q3 | $246K | Buy |
26,450
+11,700
| +79% | +$104K | ﹤0.01% | 1078 |
|
|
2015
Q2 | $125K | Sell |
14,750
-2,954
| -17% | -$25.5K | ﹤0.01% | 960 |
|
|
2015
Q1 | $149K | Buy |
17,704
+7,560
| +75% | +$58.9K | ﹤0.01% | 1348 |
|
|
2014
Q4 | $66K | Sell |
10,144
-4,785
| -32% | -$35.1K | ﹤0.01% | 1818 |
|
|
2014
Q3 | $150K | Buy |
14,929
+5,371
| +56% | +$52.7K | ﹤0.01% | 1227 |
|
|
2014
Q2 | $87K | Sell |
9,558
-11,718
| -55% | -$101K | ﹤0.01% | 1533 |
|
|
2014
Q1 | $183K | Buy |
21,276
+7,446
| +54% | +$53.8K | ﹤0.01% | 1039 |
|
|
2013
Q4 | $127K | Buy |
13,830
+9,787
| +242% | +$81.6K | ﹤0.01% | 1069 |
|
|
2013
Q3 | $36K | Sell |
4,043
-730
| -15% | -$10.4K | ﹤0.01% | 1731 |
|
|
2013
Q2 | $82K | Buy |
+4,773
| New | +$80.3K | ﹤0.01% | 1099 |
|
Other funds holding JCP
HSC