Creative Planning’s PHI, Inc. Non-Voting Common Stock PHIIK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,500
| Closed | -$15K | – | 4475 |
|
|
2017
Q2 | $15K | Buy |
1,500
+500
| +50% | +$5K | ﹤0.01% | 3353 |
|
|
2017
Q1 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 3467 |
|
|
2016
Q4 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 3122 |
|
|
2016
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 3111 |
|
|
2016
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 2862 |
|
|
2016
Q1 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 2794 |
|
|
2015
Q4 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 2980 |
|
|
2015
Q3 | $19K | Buy |
+1,000
| New | +$19K | ﹤0.01% | 2763 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$30K | – | 3935 |
|
|
2015
Q1 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 2399 |
|
|
2014
Q4 | $37K | Hold |
1,000
| – | – | ﹤0.01% | 2187 |
|
|
2014
Q3 | $41K | Hold |
1,000
| – | – | ﹤0.01% | 2049 |
|
|
2014
Q2 | $45K | Hold |
1,000
| – | – | ﹤0.01% | 1918 |
|
|
2014
Q1 | $44K | Hold |
1,000
| – | – | ﹤0.01% | 1882 |
|
|
2013
Q4 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 1724 |
|
|
2013
Q3 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 1699 |
|
|
2013
Q2 | $34K | Buy |
+1,000
| New | +$34K | ﹤0.01% | 1612 |
|