Creative Planning’s PREMIERE GLOBAL SERVICES, INC. PGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,100
| Closed | -$15K | – | 4642 |
|
|
2015
Q3 | $15K | Buy |
+1,100
| New | +$15K | ﹤0.01% | 2951 |
|
|
2015
Q2 | – | Sell |
-1,400
| Closed | -$13K | – | 3813 |
|
|
2015
Q1 | $13K | Hold |
1,400
| – | – | ﹤0.01% | 3018 |
|
|
2014
Q4 | $15K | Hold |
1,400
| – | – | ﹤0.01% | 2849 |
|
|
2014
Q3 | $17K | Hold |
1,400
| – | – | ﹤0.01% | 2625 |
|
|
2014
Q2 | $19K | Hold |
1,400
| – | – | ﹤0.01% | 2499 |
|
|
2014
Q1 | $17K | Hold |
1,400
| – | – | ﹤0.01% | 2465 |
|
|
2013
Q4 | $16K | Hold |
1,400
| – | – | ﹤0.01% | 2339 |
|
|
2013
Q3 | $14K | Buy |
1,400
+300
| +27% | +$3K | ﹤0.01% | 2298 |
|
|
2013
Q2 | $13K | Buy |
+1,100
| New | +$13K | ﹤0.01% | 2168 |
|