Creative Planning’s Plantronics, Inc. POLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,568
| Closed | -$450K | – | 2433 |
|
|
2021
Q1 | $450K | Buy |
+11,568
| New | +$450K | ﹤0.01% | 1485 |
|
|
2018
Q3 | – | Sell |
-3,207
| Closed | -$245K | – | 2023 |
|
|
2018
Q2 | $245K | Buy |
+3,207
| New | +$245K | ﹤0.01% | 1484 |
|
|
2017
Q3 | – | Sell |
-64
| Closed | -$3K | – | 3900 |
|
|
2017
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 4146 |
|
|
2017
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 4126 |
|
|
2016
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 3994 |
|
|
2016
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 4032 |
|
|
2016
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 3835 |
|
|
2016
Q1 | $3K | Sell |
64
-45
| -41% | -$2.11K | ﹤0.01% | 3780 |
|
|
2015
Q4 | $5K | Sell |
109
-124
| -53% | -$5.69K | ﹤0.01% | 3651 |
|
|
2015
Q3 | $12K | Buy |
+233
| New | +$12K | ﹤0.01% | 3072 |
|
|
2015
Q2 | – | Sell |
-33
| Closed | -$2K | – | 3159 |
|
|
2015
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 3821 |
|
|
2014
Q4 | – | Sell |
-59
| Closed | -$3K | – | 4221 |
|
|
2014
Q3 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 3480 |
|
|
2014
Q2 | – | Sell |
-4
| Closed | – | – | 3869 |
|
|
2014
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3686 |
|