Creative Planning’s NEWBRIDGE BANCORP CLASS A COM STK (NC) NBBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,246
| Closed | -$76K | – | 4592 |
|
|
2015
Q4 | $76K | Buy |
6,246
+2,246
| +56% | +$27.3K | ﹤0.01% | 1788 |
|
|
2015
Q3 | $34K | Buy |
+4,000
| New | +$34K | ﹤0.01% | 2329 |
|
|
2015
Q2 | – | Sell |
-5,800
| Closed | -$52K | – | 3766 |
|
|
2015
Q1 | $52K | Buy |
5,800
+1,800
| +45% | +$16.1K | ﹤0.01% | 2001 |
|
|
2014
Q4 | $35K | Hold |
4,000
| – | – | ﹤0.01% | 2235 |
|
|
2014
Q3 | $30K | Hold |
4,000
| – | – | ﹤0.01% | 2244 |
|
|
2014
Q2 | $32K | Buy |
+4,000
| New | +$32K | ﹤0.01% | 2159 |
|