Creative Planning’s Rand Capital RAND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-222
| Closed | -$6K | – | 3205 |
|
|
2017
Q2 | $6K | Hold |
222
| – | – | ﹤0.01% | 3865 |
|
|
2017
Q1 | $6K | Hold |
222
| – | – | ﹤0.01% | 3830 |
|
|
2016
Q4 | $6K | Hold |
222
| – | – | ﹤0.01% | 3794 |
|
|
2016
Q3 | $7K | Hold |
222
| – | – | ﹤0.01% | 3663 |
|
|
2016
Q2 | $8K | Hold |
222
| – | – | ﹤0.01% | 3340 |
|
|
2016
Q1 | $9K | Hold |
222
| – | – | ﹤0.01% | 3258 |
|
|
2015
Q4 | $8K | Hold |
222
| – | – | ﹤0.01% | 3376 |
|
|
2015
Q3 | $8K | Buy |
+222
| New | +$8K | ﹤0.01% | 3314 |
|
|
2015
Q2 | – | Sell |
-222
| Closed | -$8K | – | 2445 |
|
|
2015
Q1 | $8K | Hold |
222
| – | – | ﹤0.01% | 3272 |
|
|
2014
Q4 | $8K | Hold |
222
| – | – | ﹤0.01% | 3187 |
|
|
2014
Q3 | $6K | Hold |
222
| – | – | ﹤0.01% | 3160 |
|
|
2014
Q2 | $6K | Hold |
222
| – | – | ﹤0.01% | 3052 |
|
|
2014
Q1 | $7K | Hold |
222
| – | – | ﹤0.01% | 2882 |
|
|
2013
Q4 | $6K | Hold |
222
| – | – | ﹤0.01% | 2778 |
|
|
2013
Q3 | $6K | Hold |
222
| – | – | ﹤0.01% | 2672 |
|
|
2013
Q2 | $6K | Buy |
+222
| New | +$6K | ﹤0.01% | 2485 |
|