Creative Planning’s Sigmatron International SGMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,882
| Closed | -$12K | – | 3302 |
|
|
2017
Q2 | $12K | Buy |
1,882
+82
| +5% | +$523 | ﹤0.01% | 3483 |
|
|
2017
Q1 | $9K | Hold |
1,800
| – | – | ﹤0.01% | 3619 |
|
|
2016
Q4 | $9K | Hold |
1,800
| – | – | ﹤0.01% | 3561 |
|
|
2016
Q3 | $10K | Hold |
1,800
| – | – | ﹤0.01% | 3472 |
|
|
2016
Q2 | $11K | Hold |
1,800
| – | – | ﹤0.01% | 3158 |
|
|
2016
Q1 | $11K | Hold |
1,800
| – | – | ﹤0.01% | 3144 |
|
|
2015
Q4 | $14K | Hold |
1,800
| – | – | ﹤0.01% | 3038 |
|
|
2015
Q3 | $12K | Buy |
+1,800
| New | +$12K | ﹤0.01% | 3057 |
|
|
2015
Q2 | – | Sell |
-2,600
| Closed | -$19K | – | 2562 |
|
|
2015
Q1 | $19K | Hold |
2,600
| – | – | ﹤0.01% | 2739 |
|
|
2014
Q4 | $17K | Buy |
2,600
+1,700
| +189% | +$11.1K | ﹤0.01% | 2741 |
|
|
2014
Q3 | $7K | Hold |
900
| – | – | ﹤0.01% | 3091 |
|
|
2014
Q2 | $11K | Buy |
900
+500
| +125% | +$6.11K | ﹤0.01% | 2768 |
|
|
2014
Q1 | $5K | Buy |
+400
| New | +$5K | ﹤0.01% | 3031 |
|