Creative Planning’s Methode Electronics MEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,641
| Closed | -$314K | – | 3595 |
|
|
2024
Q4 | $314K | Sell |
26,641
-26,888
| -50% | -$317K | ﹤0.01% | 2619 |
|
|
2024
Q3 | $640K | Buy |
53,529
+36,251
| +210% | +$434K | ﹤0.01% | 1894 |
|
|
2024
Q2 | $179K | Buy |
+17,278
| New | +$179K | ﹤0.01% | 2695 |
|
|
2018
Q3 | – | Sell |
-5,000
| Closed | -$202K | – | 1974 |
|
|
2018
Q2 | $202K | Buy |
+5,000
| New | +$202K | ﹤0.01% | 1619 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$12K | – | 2883 |
|
|
2017
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 3477 |
|
|
2017
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 3334 |
|
|
2016
Q4 | $12K | Sell |
300
-1,000
| -77% | -$40K | ﹤0.01% | 3372 |
|
|
2016
Q3 | $45K | Buy |
1,300
+192
| +17% | +$6.65K | ﹤0.01% | 2423 |
|
|
2016
Q2 | $38K | Buy |
1,108
+108
| +11% | +$3.7K | ﹤0.01% | 2317 |
|
|
2016
Q1 | $29K | Sell |
1,000
-1,650
| -62% | -$47.9K | ﹤0.01% | 2473 |
|
|
2015
Q4 | $84K | Sell |
2,650
-5,495
| -67% | -$174K | ﹤0.01% | 1730 |
|
|
2015
Q3 | $260K | Buy |
+8,145
| New | +$260K | ﹤0.01% | 1032 |
|
|
2015
Q2 | – | Sell |
-2,590
| Closed | -$122K | – | 2114 |
|
|
2015
Q1 | $122K | Sell |
2,590
-1,397
| -35% | -$65.8K | ﹤0.01% | 1452 |
|
|
2014
Q4 | $146K | Buy |
+3,987
| New | +$146K | ﹤0.01% | 1319 |
|
|
2014
Q2 | – | Sell |
-300
| Closed | -$9K | – | 3752 |
|
|
2014
Q1 | $9K | Buy |
300
+230
| +329% | +$6.9K | ﹤0.01% | 2754 |
|
|
2013
Q4 | $2K | Sell |
70
-2,475
| -97% | -$70.7K | ﹤0.01% | 3100 |
|
|
2013
Q3 | $71K | Buy |
2,545
+2,200
| +638% | +$61.4K | ﹤0.01% | 1315 |
|
|
2013
Q2 | $6K | Buy |
+345
| New | +$6K | ﹤0.01% | 2478 |
|