Creative Planning’s S&T Bancorp STBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6
| Closed | – | – | 3390 |
|
|
2017
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 4651 |
|
|
2017
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 4674 |
|
|
2016
Q4 | $0 | Sell |
6
-2,314
| -100% | – | ﹤0.01% | 4588 |
|
|
2016
Q3 | $67K | Buy |
+2,320
| New | +$67K | ﹤0.01% | 2124 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$5K | – | 4411 |
|
|
2015
Q3 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 3583 |
|
|
2015
Q1 | – | Sell |
-5,000
| Closed | -$149K | – | 4218 |
|
|
2014
Q4 | $149K | Hold |
5,000
| – | – | ﹤0.01% | 1304 |
|
|
2014
Q3 | $117K | Hold |
5,000
| – | – | ﹤0.01% | 1362 |
|
|
2014
Q2 | $124K | Hold |
5,000
| – | – | ﹤0.01% | 1289 |
|
|
2014
Q1 | $119K | Buy |
+5,000
| New | +$119K | ﹤0.01% | 1288 |
|