Creative Planning’s KVH Industries KVHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,100
| Closed | -$10K | – | 2806 |
|
|
2017
Q2 | $10K | Sell |
1,100
-300
| -21% | -$2.73K | ﹤0.01% | 3579 |
|
|
2017
Q1 | $12K | Hold |
1,400
| – | – | ﹤0.01% | 3436 |
|
|
2016
Q4 | $17K | Sell |
1,400
-158
| -10% | -$1.92K | ﹤0.01% | 3135 |
|
|
2016
Q3 | $14K | Buy |
1,558
+158
| +11% | +$1.42K | ﹤0.01% | 3230 |
|
|
2016
Q2 | $11K | Hold |
1,400
| – | – | ﹤0.01% | 3139 |
|
|
2016
Q1 | $13K | Hold |
1,400
| – | – | ﹤0.01% | 3023 |
|
|
2015
Q4 | $13K | Hold |
1,400
| – | – | ﹤0.01% | 3079 |
|
|
2015
Q3 | $14K | Buy |
+1,400
| New | +$14K | ﹤0.01% | 2967 |
|
|
2015
Q2 | – | Sell |
-1,400
| Closed | -$21K | – | 2033 |
|
|
2015
Q1 | $21K | Hold |
1,400
| – | – | ﹤0.01% | 2658 |
|
|
2014
Q4 | $18K | Hold |
1,400
| – | – | ﹤0.01% | 2699 |
|
|
2014
Q3 | $16K | Hold |
1,400
| – | – | ﹤0.01% | 2636 |
|
|
2014
Q2 | $18K | Hold |
1,400
| – | – | ﹤0.01% | 2514 |
|
|
2014
Q1 | $18K | Hold |
1,400
| – | – | ﹤0.01% | 2414 |
|
|
2013
Q4 | $18K | Hold |
1,400
| – | – | ﹤0.01% | 2247 |
|
|
2013
Q3 | $19K | Hold |
1,400
| – | – | ﹤0.01% | 2129 |
|
|
2013
Q2 | $19K | Buy |
+1,400
| New | +$19K | ﹤0.01% | 1957 |
|