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 |
|