Creative Planning’s The L.S. Starrett Company SCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,604
| Closed | -$14K | – | 3748 |
|
|
2017
Q2 | $14K | Sell |
1,604
-1,896
| -54% | -$16.5K | ﹤0.01% | 3386 |
|
|
2017
Q1 | $37K | Buy |
3,500
+2,000
| +133% | +$21.1K | ﹤0.01% | 2667 |
|
|
2016
Q4 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 3285 |
|
|
2016
Q3 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 3210 |
|
|
2016
Q2 | $18K | Buy |
1,500
+1,000
| +200% | +$12K | ﹤0.01% | 2852 |
|
|
2016
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 3568 |
|
|
2015
Q4 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 3645 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$11K | – | 3018 |
|
|
2015
Q1 | $11K | Hold |
600
| – | – | ﹤0.01% | 3109 |
|
|
2014
Q4 | $12K | Buy |
+600
| New | +$12K | ﹤0.01% | 2987 |
|