Creative Planning’s LifeVantage LFVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,325
| Closed | -$140K | – | 1986 |
|
|
2020
Q2 | $140K | Buy |
10,325
+100
| +1% | +$1.36K | ﹤0.01% | 1584 |
|
|
2020
Q1 | $105K | Hold |
10,225
| – | – | ﹤0.01% | 1502 |
|
|
2019
Q4 | $160K | Hold |
10,225
| – | – | ﹤0.01% | 1672 |
|
|
2019
Q3 | $140K | Hold |
10,225
| – | – | ﹤0.01% | 1667 |
|
|
2019
Q2 | $133K | Hold |
10,225
| – | – | ﹤0.01% | 1697 |
|
|
2019
Q1 | $146K | Sell |
10,225
-358
| -3% | -$5.11K | ﹤0.01% | 1626 |
|
|
2018
Q4 | $140K | Sell |
10,583
-475
| -4% | -$6.28K | ﹤0.01% | 1569 |
|
|
2018
Q3 | $122K | Buy |
+11,058
| New | +$122K | ﹤0.01% | 1743 |
|
|
2017
Q3 | – | Sell |
-13,831
| Closed | -$60K | – | 2826 |
|
|
2017
Q2 | $60K | Buy |
13,831
+1,033
| +8% | +$4.48K | ﹤0.01% | 2358 |
|
|
2017
Q1 | $69K | Hold |
12,798
| – | – | ﹤0.01% | 2213 |
|
|
2016
Q4 | $104K | Buy |
12,798
+428
| +3% | +$3.48K | ﹤0.01% | 1823 |
|
|
2016
Q3 | $117K | Buy |
+12,370
| New | +$117K | ﹤0.01% | 1730 |
|
|
2015
Q2 | – | Sell |
-2,358
| Closed | -$13K | – | 2059 |
|
|
2015
Q1 | $13K | Hold |
2,358
| – | – | ﹤0.01% | 2983 |
|
|
2014
Q4 | $21K | Sell |
2,358
-5,657
| -71% | -$50.4K | ﹤0.01% | 2581 |
|
|
2014
Q3 | $64K | Hold |
8,015
| – | – | ﹤0.01% | 1739 |
|
|
2014
Q2 | $81K | Hold |
8,015
| – | – | ﹤0.01% | 1552 |
|
|
2014
Q1 | $73K | Hold |
8,015
| – | – | ﹤0.01% | 1575 |
|
|
2013
Q4 | $93K | Buy |
8,015
+6,814
| +567% | +$79.1K | ﹤0.01% | 1233 |
|
|
2013
Q3 | $20K | Buy |
+1,201
| New | +$20K | ﹤0.01% | 2102 |
|