Creative Planning’s P M C SIERRA INC PMCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-11,100
| Closed | -$129K | – | 4625 |
|
2015
Q4 | $129K | Buy |
11,100
+5,100
| +85% | +$59.3K | ﹤0.01% | 1479 |
|
2015
Q3 | $41K | Buy |
+6,000
| New | +$41K | ﹤0.01% | 2178 |
|
2015
Q2 | – | Sell |
-4,660
| Closed | -$43K | – | 3785 |
|
2015
Q1 | $43K | Sell |
4,660
-366
| -7% | -$3.38K | ﹤0.01% | 2117 |
|
2014
Q4 | $46K | Buy |
5,026
+376
| +8% | +$3.44K | ﹤0.01% | 2053 |
|
2014
Q3 | $35K | Hold |
4,650
| – | – | ﹤0.01% | 2152 |
|
2014
Q2 | $35K | Sell |
4,650
-40
| -0.9% | -$301 | ﹤0.01% | 2108 |
|
2014
Q1 | $36K | Hold |
4,690
| – | – | ﹤0.01% | 2008 |
|
2013
Q4 | $30K | Buy |
4,690
+100
| +2% | +$640 | ﹤0.01% | 1958 |
|
2013
Q3 | $30K | Buy |
4,590
+300
| +7% | +$1.96K | ﹤0.01% | 1858 |
|
2013
Q2 | $27K | Buy |
+4,290
| New | +$27K | ﹤0.01% | 1753 |
|