Creative Planning’s PrivateBancorp Inc PVTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-145
| Closed | -$9K | – | 4852 |
|
|
2017
Q1 | $9K | Hold |
145
| – | – | ﹤0.01% | 3648 |
|
|
2016
Q4 | $8K | Hold |
145
| – | – | ﹤0.01% | 3660 |
|
|
2016
Q3 | $7K | Hold |
145
| – | – | ﹤0.01% | 3687 |
|
|
2016
Q2 | $6K | Hold |
145
| – | – | ﹤0.01% | 3520 |
|
|
2016
Q1 | $6K | Hold |
145
| – | – | ﹤0.01% | 3485 |
|
|
2015
Q4 | $6K | Hold |
145
| – | – | ﹤0.01% | 3565 |
|
|
2015
Q3 | $6K | Buy |
+145
| New | +$6K | ﹤0.01% | 3510 |
|
|
2015
Q2 | – | Sell |
-652
| Closed | -$23K | – | 3587 |
|
|
2015
Q1 | $23K | Buy |
652
+450
| +223% | +$15.9K | ﹤0.01% | 2607 |
|
|
2014
Q4 | $7K | Sell |
202
-1,855
| -90% | -$64.3K | ﹤0.01% | 3293 |
|
|
2014
Q3 | $62K | Buy |
2,057
+57
| +3% | +$1.72K | ﹤0.01% | 1769 |
|
|
2014
Q2 | $58K | Hold |
2,000
| – | – | ﹤0.01% | 1772 |
|
|
2014
Q1 | $61K | Sell |
2,000
-3,127
| -61% | -$95.4K | ﹤0.01% | 1677 |
|
|
2013
Q4 | $148K | Buy |
5,127
+3,000
| +141% | +$86.6K | ﹤0.01% | 996 |
|
|
2013
Q3 | $46K | Buy |
2,127
+2,000
| +1,575% | +$43.3K | ﹤0.01% | 1569 |
|
|
2013
Q2 | $3K | Buy |
+127
| New | +$3K | ﹤0.01% | 2763 |
|