Creative Planning’s Mind CTI MNDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-12,500
| Closed | -$33K | – | 2197 |
|
|
2021
Q1 | $33K | Hold |
12,500
| – | – | ﹤0.01% | 2291 |
|
|
2020
Q4 | $32K | Hold |
12,500
| – | – | ﹤0.01% | 2061 |
|
|
2020
Q3 | $29K | Buy |
12,500
+500
| +4% | +$1.16K | ﹤0.01% | 1895 |
|
|
2020
Q2 | $25K | Hold |
12,000
| – | – | ﹤0.01% | 1767 |
|
|
2020
Q1 | $21K | Sell |
12,000
-4,385
| -27% | -$7.67K | ﹤0.01% | 1673 |
|
|
2019
Q4 | $40K | Buy |
16,385
+735
| +5% | +$1.79K | ﹤0.01% | 1810 |
|
|
2019
Q3 | $37K | Hold |
15,650
| – | – | ﹤0.01% | 1789 |
|
|
2019
Q2 | $35K | Sell |
15,650
-3,000
| -16% | -$6.71K | ﹤0.01% | 1815 |
|
|
2019
Q1 | $40K | Hold |
18,650
| – | – | ﹤0.01% | 1765 |
|
|
2018
Q4 | $43K | Sell |
18,650
-3,372
| -15% | -$7.78K | ﹤0.01% | 1703 |
|
|
2018
Q3 | $51K | Hold |
22,022
| – | – | ﹤0.01% | 1839 |
|
|
2018
Q2 | $48K | Sell |
22,022
-1,500
| -6% | -$3.27K | ﹤0.01% | 1823 |
|
|
2018
Q1 | $52K | Hold |
23,522
| – | – | ﹤0.01% | 1795 |
|
|
2017
Q4 | $65K | Sell |
23,522
-2,236
| -9% | -$6.18K | ﹤0.01% | 1770 |
|
|
2017
Q3 | $67K | Buy |
25,758
+5,736
| +29% | +$14.9K | ﹤0.01% | 1741 |
|
|
2017
Q2 | $50K | Buy |
20,022
+5,000
| +33% | +$12.5K | ﹤0.01% | 2496 |
|
|
2017
Q1 | $37K | Hold |
15,022
| – | – | ﹤0.01% | 2663 |
|
|
2016
Q4 | $37K | Hold |
15,022
| – | – | ﹤0.01% | 2608 |
|
|
2016
Q3 | $33K | Buy |
15,022
+3,650
| +32% | +$8.02K | ﹤0.01% | 2646 |
|
|
2016
Q2 | $24K | Hold |
11,372
| – | – | ﹤0.01% | 2633 |
|
|
2016
Q1 | $23K | Sell |
11,372
-4,500
| -28% | -$9.1K | ﹤0.01% | 2635 |
|
|
2015
Q4 | $40K | Sell |
15,872
-2,500
| -14% | -$6.3K | ﹤0.01% | 2273 |
|
|
2015
Q3 | $51K | Hold |
18,372
| – | – | ﹤0.01% | 2017 |
|
|
2015
Q2 | $48K | Buy |
18,372
+8,400
| +84% | +$21.9K | ﹤0.01% | 1013 |
|
|
2015
Q1 | $32K | Hold |
9,972
| – | – | ﹤0.01% | 2307 |
|
|
2014
Q4 | $39K | Buy |
+9,972
| New | +$39K | ﹤0.01% | 2152 |
|
|
2013
Q3 | – | Sell |
-500
| Closed | -$1K | – | 3297 |
|
|
2013
Q2 | $1K | Buy |
+500
| New | +$1K | ﹤0.01% | 2956 |
|