Creative Planning’s Meredith Corporation MDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,941
| Closed | -$220K | – | 2201 |
|
|
2021
Q3 | $220K | Buy |
+3,941
| New | +$220K | ﹤0.01% | 1805 |
|
|
2017
Q3 | – | Sell |
-409
| Closed | -$24K | – | 3956 |
|
|
2017
Q2 | $24K | Sell |
409
-6
| -1% | -$352 | ﹤0.01% | 3036 |
|
|
2017
Q1 | $27K | Sell |
415
-98
| -19% | -$6.38K | ﹤0.01% | 2905 |
|
|
2016
Q4 | $30K | Buy |
513
+1
| +0.2% | +$58 | ﹤0.01% | 2771 |
|
|
2016
Q3 | $27K | Buy |
512
+200
| +64% | +$10.5K | ﹤0.01% | 2816 |
|
|
2016
Q2 | $16K | Buy |
312
+106
| +51% | +$5.44K | ﹤0.01% | 2925 |
|
|
2016
Q1 | $10K | Hold |
206
| – | – | ﹤0.01% | 3214 |
|
|
2015
Q4 | $9K | Buy |
206
+66
| +47% | +$2.88K | ﹤0.01% | 3332 |
|
|
2015
Q3 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 3503 |
|
|
2015
Q2 | – | Sell |
-191
| Closed | -$11K | – | 3202 |
|
|
2015
Q1 | $11K | Buy |
191
+151
| +378% | +$8.7K | ﹤0.01% | 3113 |
|
|
2014
Q4 | $2K | Sell |
40
-97
| -71% | -$4.85K | ﹤0.01% | 3771 |
|
|
2014
Q3 | $6K | Hold |
137
| – | – | ﹤0.01% | 3174 |
|
|
2014
Q2 | $7K | Sell |
137
-200
| -59% | -$10.2K | ﹤0.01% | 2993 |
|
|
2014
Q1 | $16K | Buy |
337
+97
| +40% | +$4.61K | ﹤0.01% | 2491 |
|
|
2013
Q4 | $12K | Hold |
240
| – | – | ﹤0.01% | 2492 |
|
|
2013
Q3 | $11K | Hold |
240
| – | – | ﹤0.01% | 2425 |
|
|
2013
Q2 | $11K | Buy |
+240
| New | +$11K | ﹤0.01% | 2245 |
|