Creative Planning’s Research Frontiers REFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,150
| Closed | -$8K | – | 3219 |
|
|
2017
Q2 | $8K | Hold |
6,150
| – | – | ﹤0.01% | 3720 |
|
|
2017
Q1 | $9K | Hold |
6,150
| – | – | ﹤0.01% | 3617 |
|
|
2016
Q4 | $11K | Hold |
6,150
| – | – | ﹤0.01% | 3443 |
|
|
2016
Q3 | $16K | Buy |
6,150
+5,500
| +846% | +$14.3K | ﹤0.01% | 3168 |
|
|
2016
Q2 | $2K | Hold |
650
| – | – | ﹤0.01% | 3938 |
|
|
2016
Q1 | $3K | Hold |
650
| – | – | ﹤0.01% | 3762 |
|
|
2015
Q4 | $3K | Hold |
650
| – | – | ﹤0.01% | 3841 |
|
|
2015
Q3 | $3K | Buy |
+650
| New | +$3K | ﹤0.01% | 3777 |
|
|
2015
Q2 | – | Sell |
-650
| Closed | -$4K | – | 2458 |
|
|
2015
Q1 | $4K | Sell |
650
-1,900
| -75% | -$11.7K | ﹤0.01% | 3574 |
|
|
2014
Q4 | $13K | Buy |
2,550
+1,900
| +292% | +$9.69K | ﹤0.01% | 2923 |
|
|
2014
Q3 | $4K | Hold |
650
| – | – | ﹤0.01% | 3337 |
|
|
2014
Q2 | $4K | Hold |
650
| – | – | ﹤0.01% | 3227 |
|
|
2014
Q1 | $3K | Hold |
650
| – | – | ﹤0.01% | 3189 |
|
|
2013
Q4 | $4K | Buy |
+650
| New | +$4K | ﹤0.01% | 2917 |
|