Creative Planning’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,592
| Closed | -$33K | – | 4748 |
|
|
2016
Q2 | $33K | Buy |
1,592
+70
| +5% | +$1.45K | ﹤0.01% | 2416 |
|
|
2016
Q1 | $24K | Buy |
1,522
+100
| +7% | +$1.58K | ﹤0.01% | 2623 |
|
|
2015
Q4 | $21K | Buy |
1,422
+131
| +10% | +$1.94K | ﹤0.01% | 2801 |
|
|
2015
Q3 | $19K | Buy |
+1,291
| New | +$19K | ﹤0.01% | 2766 |
|
|
2015
Q2 | – | Sell |
-1,384
| Closed | -$28K | – | 4091 |
|
|
2015
Q1 | $28K | Sell |
1,384
-200
| -13% | -$4.05K | ﹤0.01% | 2445 |
|
|
2014
Q4 | $31K | Sell |
1,584
-100
| -6% | -$1.96K | ﹤0.01% | 2316 |
|
|
2014
Q3 | $29K | Hold |
1,684
| – | – | ﹤0.01% | 2267 |
|
|
2014
Q2 | $27K | Buy |
1,684
+166
| +11% | +$2.66K | ﹤0.01% | 2295 |
|
|
2014
Q1 | $27K | Buy |
1,518
+10
| +0.7% | +$178 | ﹤0.01% | 2196 |
|
|
2013
Q4 | $29K | Buy |
1,508
+100
| +7% | +$1.92K | ﹤0.01% | 1986 |
|
|
2013
Q3 | $27K | Buy |
1,408
+400
| +40% | +$7.67K | ﹤0.01% | 1929 |
|
|
2013
Q2 | $18K | Buy |
+1,008
| New | +$18K | ﹤0.01% | 2011 |
|