Creative Planning’s SUPERVALU Inc. SVU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,837
| Closed | -$381K | – | 2209 |
|
|
2018
Q3 | $381K | Sell |
11,837
-3,000
| -20% | -$87.7K | ﹤0.01% | 1252 |
|
|
2018
Q2 | $304K | Buy |
+14,837
| New | +$261K | ﹤0.01% | 1370 |
|
|
2018
Q1 | – | Sell |
-34,233
| Closed | -$739K | – | 2180 |
|
|
2017
Q4 | $739K | Buy |
+34,233
| New | +$625K | ﹤0.01% | 866 |
|
|
2017
Q3 | – | Sell |
-3,737
| Closed | -$86K | – | 4385 |
|
|
2017
Q2 | $86K | Buy |
3,737
+1,629
| +77% | +$43.4K | ﹤0.01% | 2101 |
|
|
2017
Q1 | $57K | Buy |
2,108
+1,578
| +298% | +$43.1K | ﹤0.01% | 2389 |
|
|
2016
Q4 | $17K | Buy |
530
+286
| +117% | +$9.49K | ﹤0.01% | 3200 |
|
|
2016
Q3 | $9K | Sell |
244
-106
| -30% | -$3.75K | ﹤0.01% | 3611 |
|
|
2016
Q2 | $12K | Sell |
350
-458
| -57% | -$15.7K | ﹤0.01% | 3155 |
|
|
2016
Q1 | $33K | Sell |
808
-142
| -15% | -$5.06K | ﹤0.01% | 2398 |
|
|
2015
Q4 | $45K | Sell |
950
-241
| -20% | -$11.5K | ﹤0.01% | 2200 |
|
|
2015
Q3 | $60K | Buy |
+1,191
| New | +$68.5K | ﹤0.01% | 1919 |
|
|
2015
Q2 | – | Sell |
-1,440
| Closed | -$96K | – | 3612 |
|
|
2015
Q1 | $117K | Buy |
1,440
+142
| +11% | +$10.2K | ﹤0.01% | 1496 |
|
|
2014
Q4 | $88K | Buy |
1,298
+418
| +48% | +$26.1K | ﹤0.01% | 1616 |
|
|
2014
Q3 | $55K | Sell |
880
-500
| -36% | -$32.1K | ﹤0.01% | 1863 |
|
|
2014
Q2 | $79K | Sell |
1,380
-323
| -19% | -$16.7K | ﹤0.01% | 1584 |
|
|
2014
Q1 | $82K | Sell |
1,703
-29
| -2% | -$1.29K | ﹤0.01% | 1518 |
|
|
2013
Q4 | $88K | Sell |
1,732
-193
| -10% | -$9.52K | ﹤0.01% | 1283 |
|
|
2013
Q3 | $111K | Buy |
1,925
+261
| +16% | +$13.7K | ﹤0.01% | 1058 |
|
|
2013
Q2 | $72K | Buy |
+1,664
| New | +$70.1K | ﹤0.01% | 1174 |
|