Creative Planning’s Onebeacon Insurance Group Ltd OB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-300
| Closed | -$5K | – | 4758 |
|
|
2017
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 4056 |
|
|
2017
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 4019 |
|
|
2016
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 4024 |
|
|
2016
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 4057 |
|
|
2016
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 3842 |
|
|
2016
Q1 | $4K | Buy |
+300
| New | +$3.83K | ﹤0.01% | 3771 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$9K | – | 4304 |
|
|
2015
Q1 | $9K | Hold |
600
| – | – | ﹤0.01% | 3293 |
|
|
2014
Q4 | $10K | Hold |
600
| – | – | ﹤0.01% | 3163 |
|
|
2014
Q3 | $9K | Buy |
+600
| New | +$9.43K | ﹤0.01% | 3049 |
|