Creative Planning’s OTI On Track Innovations Ltd OTIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-20,100
| Closed | -$24K | – | 2032 |
|
|
2018
Q2 | $24K | Hold |
20,100
| – | – | ﹤0.01% | 1864 |
|
|
2018
Q1 | $20K | Buy |
+20,100
| New | +$20K | ﹤0.01% | 1853 |
|
|
2016
Q3 | – | Sell |
-3,000
| Closed | -$3K | – | 4580 |
|
|
2016
Q2 | $3K | Hold |
3,000
| – | – | ﹤0.01% | 3847 |
|
|
2016
Q1 | $3K | Hold |
3,000
| – | – | ﹤0.01% | 3792 |
|
|
2015
Q4 | $1K | Hold |
3,000
| – | – | ﹤0.01% | 4168 |
|
|
2015
Q3 | $2K | Buy |
+3,000
| New | +$2K | ﹤0.01% | 3927 |
|
|
2015
Q2 | – | Sell |
-3,000
| Closed | -$4K | – | 3361 |
|
|
2015
Q1 | $4K | Hold |
3,000
| – | – | ﹤0.01% | 3605 |
|
|
2014
Q4 | $5K | Hold |
3,000
| – | – | ﹤0.01% | 3459 |
|
|
2014
Q3 | $8K | Buy |
+3,000
| New | +$8K | ﹤0.01% | 3044 |
|