Creative Planning’s Perficient Inc PRFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,773
| Closed | -$511K | – | 3685 |
|
|
2024
Q3 | $511K | Sell |
6,773
-1,539
| -19% | -$116K | ﹤0.01% | 2090 |
|
|
2024
Q2 | $622K | Buy |
8,312
+3,271
| +65% | +$245K | ﹤0.01% | 1774 |
|
|
2024
Q1 | $284K | Sell |
5,041
-3,974
| -44% | -$224K | ﹤0.01% | 2287 |
|
|
2023
Q4 | $593K | Buy |
9,015
+1,391
| +18% | +$91.6K | ﹤0.01% | 1580 |
|
|
2023
Q3 | $441K | Buy |
+7,624
| New | +$441K | ﹤0.01% | 1642 |
|
|
2017
Q1 | – | Sell |
-166
| Closed | -$3K | – | 4720 |
|
|
2016
Q4 | $3K | Buy |
+166
| New | +$3K | ﹤0.01% | 4085 |
|
|
2016
Q3 | – | Sell |
-217
| Closed | -$4K | – | 4536 |
|
|
2016
Q2 | $4K | Hold |
217
| – | – | ﹤0.01% | 3708 |
|
|
2016
Q1 | $5K | Sell |
217
-16
| -7% | -$369 | ﹤0.01% | 3565 |
|
|
2015
Q4 | $4K | Buy |
+233
| New | +$4K | ﹤0.01% | 3737 |
|
|
2015
Q2 | – | Sell |
-91
| Closed | -$2K | – | 2999 |
|
|
2015
Q1 | $2K | Sell |
91
-882
| -91% | -$19.4K | ﹤0.01% | 3808 |
|
|
2014
Q4 | $18K | Buy |
973
+882
| +969% | +$16.3K | ﹤0.01% | 2709 |
|
|
2014
Q3 | $1K | Sell |
91
-175
| -66% | -$1.92K | ﹤0.01% | 3751 |
|
|
2014
Q2 | $5K | Buy |
266
+250
| +1,563% | +$4.7K | ﹤0.01% | 3158 |
|
|
2014
Q1 | $0 | Sell |
16
-174
| -92% | – | ﹤0.01% | 3668 |
|
|
2013
Q4 | $4K | Buy |
190
+174
| +1,088% | +$3.66K | ﹤0.01% | 2936 |
|
|
2013
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 3382 |
|
|
2013
Q2 | $0 | Buy |
+16
| New | – | ﹤0.01% | 3130 |
|