Creative Planning’s JAVELIN MTG INVESTMENT CORP COM JMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,763
| Closed | -$41K | – | 4548 |
|
|
2016
Q1 | $41K | Sell |
5,763
-2,761
| -32% | -$19.6K | ﹤0.01% | 2231 |
|
|
2015
Q4 | $53K | Buy |
8,524
+131
| +2% | +$815 | ﹤0.01% | 2053 |
|
|
2015
Q3 | $51K | Buy |
+8,393
| New | +$51K | ﹤0.01% | 2022 |
|
|
2015
Q2 | – | Sell |
-4,895
| Closed | -$37K | – | 3742 |
|
|
2015
Q1 | $37K | Buy |
4,895
+3,674
| +301% | +$27.8K | ﹤0.01% | 2226 |
|
|
2014
Q4 | $13K | Buy |
1,221
+46
| +4% | +$490 | ﹤0.01% | 2947 |
|
|
2014
Q3 | $14K | Buy |
1,175
+27
| +2% | +$322 | ﹤0.01% | 2734 |
|
|
2014
Q2 | $16K | Hold |
1,148
| – | – | ﹤0.01% | 2599 |
|
|
2014
Q1 | $15K | Sell |
1,148
-30
| -3% | -$392 | ﹤0.01% | 2533 |
|
|
2013
Q4 | $16K | Buy |
+1,178
| New | +$16K | ﹤0.01% | 2334 |
|