Creative Planning’s LifeLock, Inc. LOCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-400
| Closed | -$10K | – | 4889 |
|
|
2016
Q4 | $10K | Sell |
400
-1,463
| -79% | -$36.6K | ﹤0.01% | 3527 |
|
|
2016
Q3 | $32K | Sell |
1,863
-137
| -7% | -$2.35K | ﹤0.01% | 2682 |
|
|
2016
Q2 | $32K | Buy |
2,000
+1,800
| +900% | +$28.8K | ﹤0.01% | 2436 |
|
|
2016
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 3957 |
|
|
2015
Q4 | $3K | Sell |
200
-2,000
| -91% | -$30K | ﹤0.01% | 3882 |
|
|
2015
Q3 | $19K | Buy |
+2,200
| New | +$19K | ﹤0.01% | 2760 |
|
|
2015
Q2 | – | Sell |
-1,200
| Closed | -$17K | – | 3634 |
|
|
2015
Q1 | $17K | Sell |
1,200
-800
| -40% | -$11.3K | ﹤0.01% | 2829 |
|
|
2014
Q4 | $37K | Buy |
+2,000
| New | +$37K | ﹤0.01% | 2185 |
|
|
2014
Q1 | – | Sell |
-2,000
| Closed | -$33K | – | 3750 |
|
|
2013
Q4 | $33K | Sell |
2,000
-3,300
| -62% | -$54.5K | ﹤0.01% | 1894 |
|
|
2013
Q3 | $79K | Buy |
+5,300
| New | +$79K | ﹤0.01% | 1267 |
|