Creative Planning’s PetMed Express PETS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,030
| Closed | -$82K | – | 3098 |
|
|
2017
Q2 | $82K | Sell |
2,030
-10
| -0.5% | -$404 | ﹤0.01% | 2126 |
|
|
2017
Q1 | $41K | Sell |
2,040
-3,379
| -62% | -$67.9K | ﹤0.01% | 2605 |
|
|
2016
Q4 | $125K | Buy |
5,419
+2,980
| +122% | +$68.7K | ﹤0.01% | 1698 |
|
|
2016
Q3 | $49K | Sell |
2,439
-474
| -16% | -$9.52K | ﹤0.01% | 2362 |
|
|
2016
Q2 | $55K | Sell |
2,913
-997
| -25% | -$18.8K | ﹤0.01% | 2069 |
|
|
2016
Q1 | $70K | Buy |
3,910
+1,336
| +52% | +$23.9K | ﹤0.01% | 1854 |
|
|
2015
Q4 | $44K | Buy |
2,574
+300
| +13% | +$5.13K | ﹤0.01% | 2189 |
|
|
2015
Q3 | $37K | Buy |
+2,274
| New | +$37K | ﹤0.01% | 2260 |
|
|
2015
Q2 | – | Sell |
-1,823
| Closed | -$30K | – | 2344 |
|
|
2015
Q1 | $30K | Sell |
1,823
-1,000
| -35% | -$16.5K | ﹤0.01% | 2388 |
|
|
2014
Q4 | $41K | Buy |
2,823
+1,200
| +74% | +$17.4K | ﹤0.01% | 2123 |
|
|
2014
Q3 | $22K | Hold |
1,623
| – | – | ﹤0.01% | 2460 |
|
|
2014
Q2 | $22K | Buy |
1,623
+613
| +61% | +$8.31K | ﹤0.01% | 2400 |
|
|
2014
Q1 | $14K | Buy |
1,010
+510
| +102% | +$7.07K | ﹤0.01% | 2554 |
|
|
2013
Q4 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 2671 |
|
|
2013
Q3 | – | Sell |
-6,800
| Closed | -$86K | – | 3314 |
|
|
2013
Q2 | $86K | Buy |
+6,800
| New | +$86K | ﹤0.01% | 1069 |
|