Creative Planning’s POLYCOM INC PLCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-200
| Closed | -$2K | – | 4737 |
|
|
2016
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 4013 |
|
|
2016
Q1 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 3973 |
|
|
2014
Q4 | – | Sell |
-225
| Closed | -$3K | – | 4440 |
|
|
2014
Q3 | $3K | Sell |
225
-5,290
| -96% | -$70.5K | ﹤0.01% | 3520 |
|
|
2014
Q2 | $69K | Buy |
5,515
+4,815
| +688% | +$60.2K | ﹤0.01% | 1650 |
|
|
2014
Q1 | $10K | Buy |
700
+600
| +600% | +$8.57K | ﹤0.01% | 2738 |
|
|
2013
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3290 |
|
|
2013
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3186 |
|