Creative Planning’s National Research Corp Class B NRCIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,551
| Closed | -$227K | – | 2037 |
|
|
2018
Q1 | $227K | Hold |
4,551
| – | – | ﹤0.01% | 1512 |
|
|
2017
Q4 | $255K | Buy |
+4,551
| New | +$255K | ﹤0.01% | 1435 |
|
|
2017
Q3 | – | Sell |
-1,596
| Closed | -$76K | – | 4328 |
|
|
2017
Q2 | $76K | Hold |
1,596
| – | – | ﹤0.01% | 2176 |
|
|
2017
Q1 | $63K | Hold |
1,596
| – | – | ﹤0.01% | 2294 |
|
|
2016
Q4 | $67K | Buy |
1,596
+1,551
| +3,447% | +$65.1K | ﹤0.01% | 2145 |
|
|
2016
Q3 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 4173 |
|