Creative Planning’s Natural Health Trends NHTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-63,435
| Closed | -$1.21M | – | 1964 |
|
|
2018
Q1 | $1.21M | Sell |
63,435
-350
| -0.5% | -$6.65K | ﹤0.01% | 635 |
|
|
2017
Q4 | $969K | Sell |
63,785
-1,985
| -3% | -$30.2K | ﹤0.01% | 744 |
|
|
2017
Q3 | $1.57M | Buy |
65,770
+705
| +1% | +$16.9K | 0.01% | 535 |
|
|
2017
Q2 | $1.81M | Buy |
65,065
+20
| +0% | +$557 | 0.01% | 466 |
|
|
2017
Q1 | $1.88M | Hold |
65,045
| – | – | 0.01% | 441 |
|
|
2016
Q4 | $1.62M | Sell |
65,045
-300
| -0.5% | -$7.45K | 0.01% | 466 |
|
|
2016
Q3 | $1.85M | Buy |
65,345
+65,145
| +32,573% | +$1.84M | 0.01% | 391 |
|
|
2016
Q2 | $6K | Sell |
200
-300
| -60% | -$9K | ﹤0.01% | 3482 |
|
|
2016
Q1 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 2848 |
|
|
2015
Q4 | – | Sell |
-250
| Closed | -$8K | – | 4365 |
|
|
2015
Q3 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 3311 |
|