Creative Planning’s Partner Communications PTNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-67
| Closed | – | – | 4723 |
|
|
2017
Q1 | $0 | Buy |
+67
| New | – | ﹤0.01% | 4744 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$2K | – | 4477 |
|
|
2015
Q3 | $2K | Buy |
+500
| New | +$2K | ﹤0.01% | 3915 |
|
|
2015
Q2 | – | Sell |
-1,112
| Closed | -$3K | – | 3118 |
|
|
2015
Q1 | $3K | Sell |
1,112
-100
| -8% | -$270 | ﹤0.01% | 3694 |
|
|
2014
Q4 | $6K | Hold |
1,212
| – | – | ﹤0.01% | 3366 |
|
|
2014
Q3 | $9K | Buy |
1,212
+100
| +9% | +$743 | ﹤0.01% | 2974 |
|
|
2014
Q2 | $9K | Hold |
1,112
| – | – | ﹤0.01% | 2882 |
|
|
2014
Q1 | $10K | Hold |
1,112
| – | – | ﹤0.01% | 2721 |
|
|
2013
Q4 | $10K | Sell |
1,112
-314
| -22% | -$2.82K | ﹤0.01% | 2572 |
|
|
2013
Q3 | $11K | Buy |
1,426
+314
| +28% | +$2.42K | ﹤0.01% | 2423 |
|
|
2013
Q2 | $7K | Buy |
+1,112
| New | +$7K | ﹤0.01% | 2432 |
|