Creative Planning’s OFS Capital OFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-300
| Closed | -$4K | – | 3038 |
|
|
2017
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 4040 |
|
|
2017
Q1 | $4K | Sell |
300
-500
| -63% | -$6.67K | ﹤0.01% | 3998 |
|
|
2016
Q4 | $11K | Sell |
800
-500
| -38% | -$6.88K | ﹤0.01% | 3438 |
|
|
2016
Q3 | $17K | Hold |
1,300
| – | – | ﹤0.01% | 3127 |
|
|
2016
Q2 | $17K | Hold |
1,300
| – | – | ﹤0.01% | 2878 |
|
|
2016
Q1 | $17K | Buy |
+1,300
| New | +$17K | ﹤0.01% | 2852 |
|