Creative Planning’s Student Transportation Inc STB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,800
| Closed | -$29K | – | 4322 |
|
|
2017
Q2 | $29K | Sell |
4,800
-200
| -4% | -$1.21K | ﹤0.01% | 2898 |
|
|
2017
Q1 | $29K | Sell |
5,000
-15,500
| -76% | -$89.9K | ﹤0.01% | 2847 |
|
|
2016
Q4 | $115K | Buy |
20,500
+12,000
| +141% | +$67.3K | ﹤0.01% | 1763 |
|
|
2016
Q3 | $51K | Buy |
8,500
+6,500
| +325% | +$39K | ﹤0.01% | 2329 |
|
|
2016
Q2 | $10K | Sell |
2,000
-500
| -20% | -$2.5K | ﹤0.01% | 3233 |
|
|
2016
Q1 | $13K | Buy |
2,500
+1,500
| +150% | +$7.8K | ﹤0.01% | 3052 |
|
|
2015
Q4 | $4K | Sell |
1,000
-1,200
| -55% | -$4.8K | ﹤0.01% | 3765 |
|
|
2015
Q3 | $9K | Sell |
2,200
-12,300
| -85% | -$50.3K | ﹤0.01% | 3265 |
|
|
2015
Q2 | $67K | Hold |
14,500
| – | – | ﹤0.01% | 991 |
|
|
2015
Q1 | $78K | Sell |
14,500
-400
| -3% | -$2.15K | ﹤0.01% | 1708 |
|
|
2014
Q4 | $93K | Hold |
14,900
| – | – | ﹤0.01% | 1577 |
|
|
2014
Q3 | $93K | Hold |
14,900
| – | – | ﹤0.01% | 1521 |
|
|
2014
Q2 | $99K | Sell |
14,900
-200
| -1% | -$1.33K | ﹤0.01% | 1422 |
|
|
2014
Q1 | $93K | Buy |
15,100
+14,300
| +1,788% | +$88.1K | ﹤0.01% | 1441 |
|
|
2013
Q4 | $5K | Sell |
800
-1,070
| -57% | -$6.69K | ﹤0.01% | 2868 |
|
|
2013
Q3 | $12K | Buy |
1,870
+770
| +70% | +$4.94K | ﹤0.01% | 2377 |
|
|
2013
Q2 | $7K | Buy |
+1,100
| New | +$7K | ﹤0.01% | 2438 |
|