Creative Planning’s Sparton SPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-800
| Closed | -$16K | – | 4496 |
|
|
2015
Q4 | $16K | Buy |
+800
| New | +$16K | ﹤0.01% | 2975 |
|
|
2014
Q3 | – | Sell |
-400
| Closed | -$11K | – | 4064 |
|
|
2014
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 2776 |
|
|
2014
Q1 | $12K | Hold |
400
| – | – | ﹤0.01% | 2644 |
|
|
2013
Q4 | $11K | Sell |
400
-328
| -45% | -$9.02K | ﹤0.01% | 2538 |
|
|
2013
Q3 | $19K | Buy |
+728
| New | +$19K | ﹤0.01% | 2141 |
|