Creative Planning’s PRESS GANEY HOLDINGS INC COM STK (DE) PGND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-500
| Closed | -$20K | – | 4801 |
|
|
2016
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 3041 |
|
|
2016
Q2 | $20K | Sell |
500
-100
| -17% | -$4K | ﹤0.01% | 2791 |
|
|
2016
Q1 | $18K | Hold |
600
| – | – | ﹤0.01% | 2829 |
|
|
2015
Q4 | $19K | Sell |
600
-300
| -33% | -$9.5K | ﹤0.01% | 2869 |
|
|
2015
Q3 | $27K | Buy |
+900
| New | +$27K | ﹤0.01% | 2495 |
|