Creative Planning’s Marchex MCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-9,800
Closed -$29K 2871
2017
Q2
$29K Buy
+9,800
New +$29K ﹤0.01% 2881
2016
Q4
Sell
-5,000
Closed -$14K 4528
2016
Q3
$14K Buy
+5,000
New +$14K ﹤0.01% 3232