Creative Planning’s Navigant Consulting, Inc. NCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-108
| Closed | -$2K | – | 4151 |
|
|
2017
Q2 | $2K | Hold |
108
| – | – | ﹤0.01% | 4272 |
|
|
2017
Q1 | $2K | Buy |
108
+100
| +1,250% | +$1.85K | ﹤0.01% | 4275 |
|
|
2016
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 4704 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$2K | – | 4420 |
|
|
2016
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3935 |
|
|
2015
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 4001 |
|
|
2015
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3928 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$1K | – | 3365 |
|
|
2015
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 3967 |
|
|
2014
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3781 |
|
|
2014
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 3770 |
|
|
2014
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 3455 |
|
|
2014
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3318 |
|
|
2013
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3140 |
|