Creative Planning’s PCM, Inc PCMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,833
| Closed | -$34K | – | 4162 |
|
|
2017
Q2 | $34K | Sell |
1,833
-676
| -27% | -$12.5K | ﹤0.01% | 2799 |
|
|
2017
Q1 | $70K | Buy |
2,509
+1,500
| +149% | +$41.8K | ﹤0.01% | 2198 |
|
|
2016
Q4 | $23K | Buy |
1,009
+9
| +0.9% | +$205 | ﹤0.01% | 2961 |
|
|
2016
Q3 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 2982 |
|
|
2016
Q2 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 3175 |
|
|
2016
Q1 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 3323 |
|
|
2015
Q4 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 3278 |
|
|
2015
Q3 | $9K | Buy |
+1,000
| New | +$9K | ﹤0.01% | 3260 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$9K | – | 3374 |
|
|
2015
Q1 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 3231 |
|
|
2014
Q4 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 3097 |
|
|
2014
Q3 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 2919 |
|
|
2014
Q2 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 2775 |
|
|
2014
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 2724 |
|
|
2013
Q4 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 2578 |
|
|
2013
Q3 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 2522 |
|
|
2013
Q2 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 2293 |
|