Creative Planning’s James River Group JRVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-44,821
| Closed | -$417K | – | 3044 |
|
|
2024
Q1 | $417K | Buy |
+44,821
| New | +$417K | ﹤0.01% | 1990 |
|
|
2017
Q2 | – | Sell |
-4,835
| Closed | -$207K | – | 4569 |
|
|
2017
Q1 | $207K | Buy |
4,835
+4,685
| +3,123% | +$201K | ﹤0.01% | 1459 |
|
|
2016
Q4 | $6K | Sell |
150
-29
| -16% | -$1.16K | ﹤0.01% | 3781 |
|
|
2016
Q3 | $6K | Buy |
+179
| New | +$6K | ﹤0.01% | 3725 |
|
|
2016
Q1 | – | Sell |
-117
| Closed | -$4K | – | 4291 |
|
|
2015
Q4 | $4K | Buy |
+117
| New | +$4K | ﹤0.01% | 3715 |
|