Creative Planning’s QUALITY DISTR INC FLA QLTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-400
| Closed | -$4K | – | 3855 |
|
|
2015
Q1 | $4K | Hold |
400
| – | – | ﹤0.01% | 3624 |
|
|
2014
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 3577 |
|
|
2014
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 3288 |
|
|
2014
Q2 | $6K | Hold |
400
| – | – | ﹤0.01% | 3094 |
|
|
2014
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 3064 |
|
|
2013
Q4 | $5K | Hold |
400
| – | – | ﹤0.01% | 2876 |
|
|
2013
Q3 | $4K | Buy |
400
+300
| +300% | +$3K | ﹤0.01% | 2850 |
|
|
2013
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3025 |
|