Creative Planning’s NewAge, Inc. Common Stock (Delaware) NBEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-20,733
| Closed | -$57K | – | 1974 |
|
|
2019
Q3 | $57K | Buy |
+20,733
| New | +$57K | ﹤0.01% | 1756 |
|
|
2019
Q1 | – | Sell |
-13,826
| Closed | -$72K | – | 1933 |
|
|
2018
Q4 | $72K | Buy |
+13,826
| New | +$72K | ﹤0.01% | 1656 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$3K | – | 3897 |
|
|
2017
Q2 | $3K | Sell |
500
-500
| -50% | -$3K | ﹤0.01% | 4145 |
|
|
2017
Q1 | $4K | Buy |
+1,000
| New | +$4K | ﹤0.01% | 4024 |
|