Creative Planning’s Onebeacon Insurance Group Ltd OB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-300
| Closed | -$5K | – | 4632 |
|
|
2017
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 3994 |
|
|
2017
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 3954 |
|
|
2016
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 3937 |
|
|
2016
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 3952 |
|
|
2016
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 3757 |
|
|
2016
Q1 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 3708 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$9K | – | 4133 |
|
|
2015
Q1 | $9K | Hold |
600
| – | – | ﹤0.01% | 3242 |
|
|
2014
Q4 | $10K | Hold |
600
| – | – | ﹤0.01% | 3116 |
|
|
2014
Q3 | $9K | Buy |
+600
| New | +$9K | ﹤0.01% | 3000 |
|