Creative Planning’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$8K | – | 3054 |
|
|
2017
Q2 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 3713 |
|
|
2017
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 3556 |
|
|
2016
Q4 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 3556 |
|
|
2016
Q3 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 3521 |
|
|
2016
Q2 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 3337 |
|
|
2016
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 3452 |
|
|
2015
Q4 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 3533 |
|
|
2015
Q3 | $7K | Buy |
+1,000
| New | +$7K | ﹤0.01% | 3399 |
|