Creative Planning’s MARTHA STEWART LIVING OMNIMEDIA INC MSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-846
| Closed | -$5K | – | 4645 |
|
|
2015
Q3 | $5K | Buy |
+846
| New | +$5K | ﹤0.01% | 3628 |
|
|
2015
Q2 | – | Sell |
-953
| Closed | -$6K | – | 3815 |
|
|
2015
Q1 | $6K | Buy |
953
+107
| +13% | +$674 | ﹤0.01% | 3433 |
|
|
2014
Q4 | $4K | Hold |
846
| – | – | ﹤0.01% | 3574 |
|
|
2014
Q3 | $3K | Hold |
846
| – | – | ﹤0.01% | 3507 |
|
|
2014
Q2 | $4K | Buy |
846
+529
| +167% | +$2.5K | ﹤0.01% | 3268 |
|
|
2014
Q1 | $1K | Sell |
317
-217
| -41% | -$685 | ﹤0.01% | 3464 |
|
|
2013
Q4 | $2K | Sell |
534
-183
| -26% | -$685 | ﹤0.01% | 3165 |
|
|
2013
Q3 | $2K | Hold |
717
| – | – | ﹤0.01% | 3049 |
|
|
2013
Q2 | $2K | Buy |
+717
| New | +$2K | ﹤0.01% | 2895 |
|