Creative Planning’s MVC Capital, Inc. MVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,500
| Closed | -$15K | – | 4034 |
|
|
2017
Q2 | $15K | Buy |
+1,500
| New | +$15K | ﹤0.01% | 3343 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$9K | – | 4775 |
|
|
2016
Q4 | $9K | Buy |
1,000
+550
| +122% | +$4.95K | ﹤0.01% | 3582 |
|
|
2016
Q3 | $4K | Hold |
450
| – | – | ﹤0.01% | 3923 |
|
|
2016
Q2 | $4K | Buy |
+450
| New | +$4K | ﹤0.01% | 3721 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$1K | – | 4049 |
|
|
2014
Q2 | $1K | Sell |
100
-2,900
| -97% | -$29K | ﹤0.01% | 3569 |
|
|
2014
Q1 | $41K | Hold |
3,000
| – | – | ﹤0.01% | 1923 |
|
|
2013
Q4 | $41K | Hold |
3,000
| – | – | ﹤0.01% | 1748 |
|
|
2013
Q3 | $39K | Hold |
3,000
| – | – | ﹤0.01% | 1674 |
|
|
2013
Q2 | $38K | Buy |
+3,000
| New | +$38K | ﹤0.01% | 1535 |
|