Creative Planning’s Lendway LDWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,082
| Closed | -$14K | – | 1920 |
|
|
2019
Q3 | $14K | Buy |
+2,082
| New | +$14K | ﹤0.01% | 1837 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$7K | – | 2824 |
|
|
2017
Q2 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 3775 |
|
|
2017
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 3551 |
|
|
2016
Q4 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 3137 |
|
|
2016
Q3 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 3121 |
|
|
2016
Q2 | $15K | Buy |
+1,000
| New | +$15K | ﹤0.01% | 2945 |
|