Creative Planning’s Party City Holdco Inc. PRTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-550
Closed -$9K 3866
2017
Q2
$9K Sell
550
-150
-21% -$2.46K ﹤0.01% 3662
2017
Q1
$10K Hold
700
﹤0.01% 3573
2016
Q4
$10K Hold
700
﹤0.01% 3515
2016
Q3
$12K Sell
700
-456
-39% -$7.82K ﹤0.01% 3364
2016
Q2
$16K Hold
1,156
﹤0.01% 2923
2016
Q1
$17K Sell
1,156
-300
-21% -$4.41K ﹤0.01% 2863
2015
Q4
$19K Buy
1,456
+456
+46% +$5.95K ﹤0.01% 2858
2015
Q3
$16K Buy
+1,000
New +$16K ﹤0.01% 2893