Creative Planning’s Summer Infant, Inc. SUMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-444
| Closed | -$11K | – | 3323 |
|
|
2015
Q1 | $11K | Hold |
444
| – | – | ﹤0.01% | 3116 |
|
|
2014
Q4 | $13K | Hold |
444
| – | – | ﹤0.01% | 2939 |
|
|
2014
Q3 | $14K | Sell |
444
-667
| -60% | -$21K | ﹤0.01% | 2727 |
|
|
2014
Q2 | $29K | Hold |
1,111
| – | – | ﹤0.01% | 2235 |
|
|
2014
Q1 | $21K | Hold |
1,111
| – | – | ﹤0.01% | 2326 |
|
|
2013
Q4 | $18K | Hold |
1,111
| – | – | ﹤0.01% | 2261 |
|
|
2013
Q3 | $28K | Hold |
1,111
| – | – | ﹤0.01% | 1903 |
|
|
2013
Q2 | $31K | Buy |
+1,111
| New | +$31K | ﹤0.01% | 1667 |
|