Creative Planning’s Potbelly PBPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,715
| Closed | -$20K | – | 3081 |
|
|
2017
Q2 | $20K | Sell |
1,715
-200
| -10% | -$2.33K | ﹤0.01% | 3149 |
|
|
2017
Q1 | $27K | Sell |
1,915
-60
| -3% | -$846 | ﹤0.01% | 2890 |
|
|
2016
Q4 | $25K | Buy |
1,975
+35
| +2% | +$443 | ﹤0.01% | 2893 |
|
|
2016
Q3 | $24K | Hold |
1,940
| – | – | ﹤0.01% | 2907 |
|
|
2016
Q2 | $24K | Hold |
1,940
| – | – | ﹤0.01% | 2638 |
|
|
2016
Q1 | $26K | Sell |
1,940
-300
| -13% | -$4.02K | ﹤0.01% | 2561 |
|
|
2015
Q4 | $26K | Buy |
2,240
+400
| +22% | +$4.64K | ﹤0.01% | 2616 |
|
|
2015
Q3 | $20K | Buy |
+1,840
| New | +$20K | ﹤0.01% | 2709 |
|
|
2014
Q4 | – | Sell |
-200
| Closed | -$2K | – | 4131 |
|
|
2014
Q3 | $2K | Sell |
200
-400
| -67% | -$4K | ﹤0.01% | 3581 |
|
|
2014
Q2 | $10K | Buy |
600
+170
| +40% | +$2.83K | ﹤0.01% | 2815 |
|
|
2014
Q1 | $8K | Sell |
430
-80
| -16% | -$1.49K | ﹤0.01% | 2809 |
|
|
2013
Q4 | $12K | Buy |
+510
| New | +$12K | ﹤0.01% | 2474 |
|