Creative Planning’s LMI Aerospace Inc LMIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,000
| Closed | -$17K | – | 4848 |
|
|
2016
Q4 | $17K | Buy |
+2,000
| New | +$17K | ﹤0.01% | 3163 |
|
|
2016
Q3 | – | Sell |
-400
| Closed | -$3K | – | 4626 |
|
|
2016
Q2 | $3K | Hold |
400
| – | – | ﹤0.01% | 3862 |
|
|
2016
Q1 | $3K | Hold |
400
| – | – | ﹤0.01% | 3807 |
|
|
2015
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 3771 |
|
|
2015
Q3 | $4K | Buy |
+400
| New | +$4K | ﹤0.01% | 3714 |
|
|
2015
Q2 | – | Sell |
-1,838
| Closed | -$22K | – | 3586 |
|
|
2015
Q1 | $22K | Buy |
1,838
+1,438
| +360% | +$17.2K | ﹤0.01% | 2637 |
|
|
2014
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 3383 |
|
|
2014
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 3275 |
|
|
2014
Q2 | $5K | Sell |
400
-100
| -20% | -$1.25K | ﹤0.01% | 3181 |
|
|
2014
Q1 | $7K | Sell |
500
-3,500
| -88% | -$49K | ﹤0.01% | 2902 |
|
|
2013
Q4 | $59K | Buy |
4,000
+1,000
| +33% | +$14.8K | ﹤0.01% | 1498 |
|
|
2013
Q3 | $40K | Buy |
+3,000
| New | +$40K | ﹤0.01% | 1656 |
|