Creative Planning’s RCM Technologies RCMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,200
| Closed | -$16K | – | 3211 |
|
|
2017
Q2 | $16K | Buy |
3,200
+200
| +7% | +$1K | ﹤0.01% | 3293 |
|
|
2017
Q1 | $14K | Hold |
3,000
| – | – | ﹤0.01% | 3340 |
|
|
2016
Q4 | $19K | Sell |
3,000
-2,000
| -40% | -$12.7K | ﹤0.01% | 3081 |
|
|
2016
Q3 | $33K | Hold |
5,000
| – | – | ﹤0.01% | 2650 |
|
|
2016
Q2 | $26K | Hold |
5,000
| – | – | ﹤0.01% | 2577 |
|
|
2016
Q1 | $27K | Buy |
5,000
+3,000
| +150% | +$16.2K | ﹤0.01% | 2530 |
|
|
2015
Q4 | $11K | Hold |
2,000
| – | – | ﹤0.01% | 3208 |
|
|
2015
Q3 | $10K | Buy |
+2,000
| New | +$10K | ﹤0.01% | 3178 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$13K | – | 2453 |
|
|
2015
Q1 | $13K | Hold |
2,000
| – | – | ﹤0.01% | 2995 |
|
|
2014
Q4 | $14K | Buy |
+2,000
| New | +$14K | ﹤0.01% | 2880 |
|