Creative Planning’s Jamba, Inc. JMBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-17,469
| Closed | -$186K | – | 2057 |
|
|
2018
Q2 | $186K | Buy |
17,469
+4,202
| +32% | +$44.7K | ﹤0.01% | 1644 |
|
|
2018
Q1 | $114K | Buy |
+13,267
| New | +$114K | ﹤0.01% | 1707 |
|
|
2017
Q3 | – | Sell |
-2,628
| Closed | -$20K | – | 4568 |
|
|
2017
Q2 | $20K | Hold |
2,628
| – | – | ﹤0.01% | 3169 |
|
|
2017
Q1 | $24K | Hold |
2,628
| – | – | ﹤0.01% | 2995 |
|
|
2016
Q4 | $27K | Hold |
2,628
| – | – | ﹤0.01% | 2848 |
|
|
2016
Q3 | $29K | Buy |
2,628
+2,455
| +1,419% | +$27.1K | ﹤0.01% | 2756 |
|
|
2016
Q2 | $2K | Hold |
173
| – | – | ﹤0.01% | 4011 |
|
|
2016
Q1 | $2K | Hold |
173
| – | – | ﹤0.01% | 3972 |
|
|
2015
Q4 | $2K | Hold |
173
| – | – | ﹤0.01% | 4045 |
|
|
2015
Q3 | $2K | Buy |
+173
| New | +$2K | ﹤0.01% | 3965 |
|
|
2015
Q2 | – | Sell |
-64
| Closed | -$1K | – | 4038 |
|
|
2015
Q1 | $1K | Sell |
64
-196
| -75% | -$3.06K | ﹤0.01% | 4027 |
|
|
2014
Q4 | $4K | Sell |
260
-400
| -61% | -$6.15K | ﹤0.01% | 3587 |
|
|
2014
Q3 | $9K | Hold |
660
| – | – | ﹤0.01% | 2997 |
|
|
2014
Q2 | $8K | Sell |
660
-3,000
| -82% | -$36.4K | ﹤0.01% | 2948 |
|
|
2014
Q1 | $44K | Hold |
3,660
| – | – | ﹤0.01% | 1883 |
|
|
2013
Q4 | $45K | Buy |
3,660
+3,000
| +455% | +$36.9K | ﹤0.01% | 1683 |
|
|
2013
Q3 | $9K | Buy |
660
+200
| +43% | +$2.73K | ﹤0.01% | 2532 |
|
|
2013
Q2 | $7K | Buy |
+460
| New | +$7K | ﹤0.01% | 2453 |
|