Creative Planning’s Schulman (A.) Inc SHLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-176
| Closed | -$6K | – | 4807 |
|
|
2017
Q1 | $6K | Hold |
176
| – | – | ﹤0.01% | 3861 |
|
|
2016
Q4 | $6K | Buy |
+176
| New | +$6K | ﹤0.01% | 3828 |
|
|
2016
Q1 | – | Sell |
-8
| Closed | – | – | 4510 |
|
|
2015
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 4541 |
|
|
2015
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 4273 |
|
|
2015
Q2 | – | Sell |
-13
| Closed | -$1K | – | 3474 |
|
|
2015
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 3974 |
|
|
2014
Q4 | $1K | Buy |
13
+8
| +160% | +$615 | ﹤0.01% | 3921 |
|
|
2014
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 4073 |
|
|
2014
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 3901 |
|
|
2014
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 3725 |
|
|
2013
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 3556 |
|
|
2013
Q3 | $0 | Sell |
5
-3
| -38% | – | ﹤0.01% | 3432 |
|
|
2013
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 3152 |
|