Creative Planning’s Netsuite Inc N Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-400
| Closed | -$44K | – | 4791 |
|
|
2016
Q3 | $44K | Sell |
400
-3,626
| -90% | -$399K | ﹤0.01% | 2454 |
|
|
2016
Q2 | $293K | Buy |
4,026
+61
| +2% | +$4.44K | ﹤0.01% | 1064 |
|
|
2016
Q1 | $272K | Buy |
3,965
+801
| +25% | +$54.9K | ﹤0.01% | 1051 |
|
|
2015
Q4 | $268K | Sell |
3,164
-425
| -12% | -$36K | ﹤0.01% | 1040 |
|
|
2015
Q3 | $301K | Buy |
+3,589
| New | +$301K | ﹤0.01% | 965 |
|
|
2015
Q2 | – | Sell |
-4,564
| Closed | -$423K | – | 3653 |
|
|
2015
Q1 | $423K | Buy |
4,564
+1,200
| +36% | +$111K | ﹤0.01% | 808 |
|
|
2014
Q4 | $367K | Sell |
3,364
-710
| -17% | -$77.5K | ﹤0.01% | 834 |
|
|
2014
Q3 | $365K | Buy |
4,074
+3,610
| +778% | +$323K | ﹤0.01% | 781 |
|
|
2014
Q2 | $40K | Sell |
464
-694
| -60% | -$59.8K | ﹤0.01% | 2009 |
|
|
2014
Q1 | $110K | Buy |
1,158
+744
| +180% | +$70.7K | ﹤0.01% | 1350 |
|
|
2013
Q4 | $43K | Sell |
414
-9
| -2% | -$935 | ﹤0.01% | 1720 |
|
|
2013
Q3 | $46K | Buy |
423
+23
| +6% | +$2.5K | ﹤0.01% | 1570 |
|
|
2013
Q2 | $37K | Buy |
+400
| New | +$37K | ﹤0.01% | 1552 |
|