Creative Planning’s Snyders-Lance, Inc. LNCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,083
| Closed | -$141K | – | 4338 |
|
|
2017
Q2 | $141K | Buy |
4,083
+1,663
| +69% | +$57.4K | ﹤0.01% | 1731 |
|
|
2017
Q1 | $98K | Sell |
2,420
-587
| -20% | -$23.8K | ﹤0.01% | 1969 |
|
|
2016
Q4 | $115K | Buy |
3,007
+683
| +29% | +$26.1K | ﹤0.01% | 1764 |
|
|
2016
Q3 | $78K | Hold |
2,324
| – | – | ﹤0.01% | 2015 |
|
|
2016
Q2 | $79K | Sell |
2,324
-200
| -8% | -$6.8K | ﹤0.01% | 1815 |
|
|
2016
Q1 | $79K | Buy |
2,524
+2,324
| +1,162% | +$72.7K | ﹤0.01% | 1771 |
|
|
2015
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 3486 |
|
|
2015
Q3 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 3431 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$6K | – | 3509 |
|
|
2015
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 3427 |
|
|
2014
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 3381 |
|
|
2014
Q1 | – | Sell |
-2,500
| Closed | -$72K | – | 3738 |
|
|
2013
Q4 | $72K | Hold |
2,500
| – | – | ﹤0.01% | 1383 |
|
|
2013
Q3 | $72K | Hold |
2,500
| – | – | ﹤0.01% | 1313 |
|
|
2013
Q2 | $71K | Buy |
+2,500
| New | +$71K | ﹤0.01% | 1182 |
|