Creative Planning’s MERITOR, Inc. MTOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-365
| Closed | -$6K | – | 3905 |
|
|
2017
Q2 | $6K | Sell |
365
-17
| -4% | -$279 | ﹤0.01% | 3881 |
|
|
2017
Q1 | $7K | Buy |
382
+174
| +84% | +$3.19K | ﹤0.01% | 3769 |
|
|
2016
Q4 | $3K | Sell |
208
-2,000
| -91% | -$28.8K | ﹤0.01% | 4093 |
|
|
2016
Q3 | $25K | Sell |
2,208
-69
| -3% | -$781 | ﹤0.01% | 2882 |
|
|
2016
Q2 | $16K | Buy |
2,277
+2,092
| +1,131% | +$14.7K | ﹤0.01% | 2924 |
|
|
2016
Q1 | $1K | Hold |
185
| – | – | ﹤0.01% | 4090 |
|
|
2015
Q4 | $2K | Sell |
185
-1,021
| -85% | -$11K | ﹤0.01% | 3990 |
|
|
2015
Q3 | $13K | Buy |
+1,206
| New | +$13K | ﹤0.01% | 3023 |
|
|
2015
Q2 | – | Sell |
-1,099
| Closed | -$14K | – | 3163 |
|
|
2015
Q1 | $14K | Sell |
1,099
-2,992
| -73% | -$38.1K | ﹤0.01% | 2965 |
|
|
2014
Q4 | $62K | Hold |
4,091
| – | – | ﹤0.01% | 1845 |
|
|
2014
Q3 | $44K | Buy |
4,091
+3,900
| +2,042% | +$41.9K | ﹤0.01% | 1995 |
|
|
2014
Q2 | $2K | Hold |
191
| – | – | ﹤0.01% | 3446 |
|
|
2014
Q1 | $2K | Hold |
191
| – | – | ﹤0.01% | 3309 |
|
|
2013
Q4 | $2K | Hold |
191
| – | – | ﹤0.01% | 3130 |
|
|
2013
Q3 | $1K | Hold |
191
| – | – | ﹤0.01% | 3135 |
|
|
2013
Q2 | $1K | Buy |
+191
| New | +$1K | ﹤0.01% | 2991 |
|