Creative Planning’s ROUNDYS INC COM STK RNDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,038
| Closed | -$9K | – | 4626 |
|
|
2015
Q3 | $9K | Buy |
+4,038
| New | +$9K | ﹤0.01% | 3274 |
|
|
2015
Q2 | – | Sell |
-2,738
| Closed | -$13K | – | 3797 |
|
|
2015
Q1 | $13K | Buy |
2,738
+537
| +24% | +$2.55K | ﹤0.01% | 3017 |
|
|
2014
Q4 | $11K | Buy |
2,201
+1,563
| +245% | +$7.81K | ﹤0.01% | 3051 |
|
|
2014
Q3 | $2K | Hold |
638
| – | – | ﹤0.01% | 3642 |
|
|
2014
Q2 | $4K | Buy |
+638
| New | +$4K | ﹤0.01% | 3266 |
|