Creative Planning’s Otelco, Inc. Class A OTEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-40
| Closed | – | – | 4015 |
|
|
2017
Q2 | $0 | Buy |
+40
| New | – | ﹤0.01% | 4746 |
|
|
2017
Q1 | – | Sell |
-10
| Closed | – | – | 4771 |
|
|
2016
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 4676 |
|
|
2016
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 4568 |
|
|
2016
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 4406 |
|
|
2016
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 4466 |
|
|
2015
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4499 |
|
|
2014
Q2 | – | Sell |
-80
| Closed | – | – | 3879 |
|
|
2014
Q1 | $0 | Hold |
80
| – | – | ﹤0.01% | 3700 |
|
|
2013
Q4 | $0 | Hold |
80
| – | – | ﹤0.01% | 3529 |
|
|
2013
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 3141 |
|
|
2013
Q2 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 2994 |
|