Creative Planning’s SQUARE 1 FINANCIAL INC COM SQBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-20,000
| Closed | -$514K | – | 4667 |
|
|
2015
Q3 | $514K | Hold |
20,000
| – | – | ﹤0.01% | 731 |
|
|
2015
Q2 | $547K | Hold |
20,000
| – | – | 0.01% | 638 |
|
|
2015
Q1 | $535K | Sell |
20,000
-201
| -1% | -$5.38K | 0.01% | 710 |
|
|
2014
Q4 | $499K | Buy |
20,201
+201
| +1% | +$4.97K | 0.01% | 693 |
|
|
2014
Q3 | $385K | Buy |
+20,000
| New | +$385K | ﹤0.01% | 760 |
|