Creative Planning’s Vitamin Cottage Natural Grocers NGVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,121
| Closed | -$9K | – | 2982 |
|
|
2017
Q2 | $9K | Buy |
+1,121
| New | +$9K | ﹤0.01% | 3645 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$4K | – | 4618 |
|
|
2016
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 3963 |
|
|
2016
Q3 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 3997 |
|
|
2014
Q2 | – | Sell |
-91
| Closed | -$4K | – | 3766 |
|
|
2014
Q1 | $4K | Sell |
91
-12
| -12% | -$527 | ﹤0.01% | 3100 |
|
|
2013
Q4 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 2913 |
|