Creative Planning’s Castle Brands, Inc. ROX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $28K | Hold |
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|
2019
Q1 | $42K | Sell |
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|
2018
Q4 | $97K | Hold |
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|
2018
Q3 | $122K | Hold |
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|
2018
Q2 | $136K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $43K | Hold |
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|
2016
Q4 | $21K | Hold |
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|
2016
Q3 | $24K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $7K | Hold |
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|
2014
Q4 | $8K | Buy |
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