Creative Planning’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,733
| Closed | -$30K | – | 3803 |
|
|
2017
Q2 | $30K | Hold |
1,733
| – | – | ﹤0.01% | 2868 |
|
|
2017
Q1 | $26K | Hold |
1,733
| – | – | ﹤0.01% | 2927 |
|
|
2016
Q4 | $23K | Sell |
1,733
-330
| -16% | -$4.38K | ﹤0.01% | 2956 |
|
|
2016
Q3 | $23K | Buy |
2,063
+120
| +6% | +$1.34K | ﹤0.01% | 2945 |
|
|
2016
Q2 | $23K | Sell |
1,943
-831
| -30% | -$9.84K | ﹤0.01% | 2674 |
|
|
2016
Q1 | $42K | Buy |
2,774
+250
| +10% | +$3.79K | ﹤0.01% | 2211 |
|
|
2015
Q4 | $41K | Buy |
2,524
+2,000
| +382% | +$32.5K | ﹤0.01% | 2260 |
|
|
2015
Q3 | $7K | Buy |
+524
| New | +$7K | ﹤0.01% | 3417 |
|
|
2015
Q2 | – | Sell |
-800
| Closed | -$13K | – | 3070 |
|
|
2015
Q1 | $13K | Hold |
800
| – | – | ﹤0.01% | 3006 |
|
|
2014
Q4 | $12K | Sell |
800
-82
| -9% | -$1.23K | ﹤0.01% | 2988 |
|
|
2014
Q3 | $12K | Buy |
882
+140
| +19% | +$1.91K | ﹤0.01% | 2824 |
|
|
2014
Q2 | $12K | Sell |
742
-795
| -52% | -$12.9K | ﹤0.01% | 2739 |
|
|
2014
Q1 | $26K | Buy |
1,537
+444
| +41% | +$7.51K | ﹤0.01% | 2207 |
|
|
2013
Q4 | $23K | Sell |
1,093
-516
| -32% | -$10.9K | ﹤0.01% | 2112 |
|
|
2013
Q3 | $35K | Buy |
1,609
+889
| +123% | +$19.3K | ﹤0.01% | 1746 |
|
|
2013
Q2 | $13K | Buy |
+720
| New | +$13K | ﹤0.01% | 2158 |
|