Creative Planning’s LORILLARD INC COM STK LO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-9,475
| Closed | -$619K | – | 3886 |
|
|
2015
Q1 | $619K | Buy |
9,475
+207
| +2% | +$13.5K | 0.01% | 648 |
|
|
2014
Q4 | $583K | Buy |
9,268
+1,036
| +13% | +$65.2K | 0.01% | 635 |
|
|
2014
Q3 | $493K | Buy |
8,232
+2,704
| +49% | +$162K | 0.01% | 660 |
|
|
2014
Q2 | $337K | Buy |
5,528
+275
| +5% | +$16.8K | ﹤0.01% | 794 |
|
|
2014
Q1 | $284K | Sell |
5,253
-5,613
| -52% | -$303K | ﹤0.01% | 842 |
|
|
2013
Q4 | $551K | Buy |
10,866
+6,814
| +168% | +$346K | 0.01% | 490 |
|
|
2013
Q3 | $181K | Buy |
4,052
+1,833
| +83% | +$81.9K | ﹤0.01% | 810 |
|
|
2013
Q2 | $97K | Buy |
+2,219
| New | +$97K | ﹤0.01% | 1012 |
|