Creative Planning’s MSB Financial Corp. MSBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-19,274
| Closed | -$343K | – | 2023 |
|
2017
Q4 | $343K | Hold |
19,274
| – | – | ﹤0.01% | 1275 |
|
2017
Q3 | $344K | Hold |
19,274
| – | – | ﹤0.01% | 1239 |
|
2017
Q2 | $336K | Hold |
19,274
| – | – | ﹤0.01% | 1210 |
|
2017
Q1 | $318K | Buy |
19,274
+3,493
| +22% | +$57.6K | ﹤0.01% | 1219 |
|
2016
Q4 | $232K | Hold |
15,781
| – | – | ﹤0.01% | 1328 |
|
2016
Q3 | $213K | Hold |
15,781
| – | – | ﹤0.01% | 1368 |
|
2016
Q2 | $218K | Hold |
15,781
| – | – | ﹤0.01% | 1212 |
|
2016
Q1 | $203K | Buy |
+15,781
| New | +$203K | ﹤0.01% | 1205 |
|