Creative Planning’s SIFCO Industries SIF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-500
| Closed | -$3K | – | 3312 |
|
|
2017
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 4122 |
|
|
2017
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 4006 |
|
|
2016
Q4 | $4K | Hold |
500
| – | – | ﹤0.01% | 3972 |
|
|
2016
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 3800 |
|
|
2016
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 3588 |
|
|
2016
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 3552 |
|
|
2015
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 3626 |
|
|
2015
Q3 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 3484 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$11K | – | 2573 |
|
|
2015
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 3098 |
|
|
2014
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 2831 |
|
|
2014
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 2677 |
|
|
2014
Q2 | $16K | Hold |
500
| – | – | ﹤0.01% | 2584 |
|
|
2014
Q1 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 2521 |
|