Creative Planning’s Joy Global Inc JOY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,478
| Closed | -$70K | – | 4882 |
|
|
2017
Q1 | $70K | Sell |
2,478
-17,999
| -88% | -$508K | ﹤0.01% | 2205 |
|
|
2016
Q4 | $573K | Sell |
20,477
-1,478
| -7% | -$41.4K | ﹤0.01% | 866 |
|
|
2016
Q3 | $609K | Buy |
21,955
+18,722
| +579% | +$519K | ﹤0.01% | 791 |
|
|
2016
Q2 | $68K | Sell |
3,233
-1,651
| -34% | -$34.7K | ﹤0.01% | 1928 |
|
|
2016
Q1 | $78K | Sell |
4,884
-900
| -16% | -$14.4K | ﹤0.01% | 1779 |
|
|
2015
Q4 | $73K | Buy |
5,784
+72
| +1% | +$909 | ﹤0.01% | 1807 |
|
|
2015
Q3 | $85K | Buy |
+5,712
| New | +$85K | ﹤0.01% | 1677 |
|
|
2015
Q2 | – | Sell |
-2,847
| Closed | -$112K | – | 3610 |
|
|
2015
Q1 | $112K | Sell |
2,847
-306
| -10% | -$12K | ﹤0.01% | 1506 |
|
|
2014
Q4 | $147K | Buy |
3,153
+1,568
| +99% | +$73.1K | ﹤0.01% | 1314 |
|
|
2014
Q3 | $86K | Buy |
1,585
+144
| +10% | +$7.81K | ﹤0.01% | 1572 |
|
|
2014
Q2 | $89K | Sell |
1,441
-43
| -3% | -$2.66K | ﹤0.01% | 1501 |
|
|
2014
Q1 | $86K | Sell |
1,484
-560
| -27% | -$32.5K | ﹤0.01% | 1492 |
|
|
2013
Q4 | $120K | Sell |
2,044
-975
| -32% | -$57.2K | ﹤0.01% | 1102 |
|
|
2013
Q3 | $154K | Sell |
3,019
-270
| -8% | -$13.8K | ﹤0.01% | 877 |
|
|
2013
Q2 | $160K | Buy |
+3,289
| New | +$160K | ﹤0.01% | 753 |
|