Creative Planning’s Reeds, Inc. Common Stock REED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-33
| Closed | -$4K | – | 3860 |
|
|
2017
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 4056 |
|
|
2017
Q1 | $7K | Buy |
33
+2
| +6% | +$424 | ﹤0.01% | 3767 |
|
|
2016
Q4 | $6K | Sell |
31
-5
| -14% | -$968 | ﹤0.01% | 3811 |
|
|
2016
Q3 | $7K | Buy |
36
+10
| +38% | +$1.94K | ﹤0.01% | 3672 |
|
|
2016
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 3833 |
|
|
2016
Q1 | $6K | Hold |
26
| – | – | ﹤0.01% | 3469 |
|
|
2015
Q4 | $7K | Hold |
26
| – | – | ﹤0.01% | 3479 |
|
|
2015
Q3 | $6K | Buy |
+26
| New | +$6K | ﹤0.01% | 3499 |
|
|
2015
Q2 | – | Sell |
-26
| Closed | -$7K | – | 3117 |
|
|
2015
Q1 | $7K | Hold |
26
| – | – | ﹤0.01% | 3359 |
|
|
2014
Q4 | $8K | Hold |
26
| – | – | ﹤0.01% | 3201 |
|
|
2014
Q3 | $8K | Hold |
26
| – | – | ﹤0.01% | 3039 |
|
|
2014
Q2 | $7K | Buy |
26
+1
| +4% | +$269 | ﹤0.01% | 2991 |
|
|
2014
Q1 | $7K | Buy |
25
+16
| +178% | +$4.48K | ﹤0.01% | 2895 |
|
|
2013
Q4 | $3K | Hold |
9
| – | – | ﹤0.01% | 3033 |
|
|
2013
Q3 | $2K | Buy |
9
+4
| +80% | +$889 | ﹤0.01% | 3012 |
|
|
2013
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 2988 |
|