Creative Planning’s NACCO Industries NC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-114
| Closed | -$2K | – | 2971 |
|
|
2017
Q2 | $2K | Buy |
+114
| New | +$2K | ﹤0.01% | 4231 |
|
|
2014
Q3 | – | Sell |
-845
| Closed | -$10K | – | 3949 |
|
|
2014
Q2 | $10K | Buy |
+845
| New | +$10K | ﹤0.01% | 2813 |
|
|
2013
Q3 | – | Sell |
-2,189
| Closed | -$29K | – | 3306 |
|
|
2013
Q2 | $29K | Buy |
+2,189
| New | +$29K | ﹤0.01% | 1697 |
|