Creative Planning’s SUPERVALU Inc. SVU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,837
| Closed | -$381K | – | 2010 |
|
|
2018
Q3 | $381K | Sell |
11,837
-3,000
| -20% | -$96.6K | ﹤0.01% | 1242 |
|
|
2018
Q2 | $304K | Buy |
+14,837
| New | +$304K | ﹤0.01% | 1359 |
|
|
2018
Q1 | – | Sell |
-34,233
| Closed | -$739K | – | 2035 |
|
|
2017
Q4 | $739K | Buy |
+34,233
| New | +$739K | ﹤0.01% | 859 |
|
|
2017
Q3 | – | Sell |
-3,737
| Closed | -$86K | – | 4261 |
|
|
2017
Q2 | $86K | Buy |
3,737
+1,629
| +77% | +$37.5K | ﹤0.01% | 2087 |
|
|
2017
Q1 | $57K | Buy |
2,108
+1,578
| +298% | +$42.7K | ﹤0.01% | 2370 |
|
|
2016
Q4 | $17K | Buy |
530
+286
| +117% | +$9.17K | ﹤0.01% | 3161 |
|
|
2016
Q3 | $9K | Sell |
244
-106
| -30% | -$3.91K | ﹤0.01% | 3543 |
|
|
2016
Q2 | $12K | Sell |
350
-458
| -57% | -$15.7K | ﹤0.01% | 3113 |
|
|
2016
Q1 | $33K | Sell |
808
-142
| -15% | -$5.8K | ﹤0.01% | 2384 |
|
|
2015
Q4 | $45K | Sell |
950
-241
| -20% | -$11.4K | ﹤0.01% | 2176 |
|
|
2015
Q3 | $60K | Buy |
+1,191
| New | +$60K | ﹤0.01% | 1910 |
|
|
2015
Q2 | – | Sell |
-1,440
| Closed | -$117K | – | 3458 |
|
|
2015
Q1 | $117K | Buy |
1,440
+142
| +11% | +$11.5K | ﹤0.01% | 1486 |
|
|
2014
Q4 | $88K | Buy |
1,298
+418
| +48% | +$28.3K | ﹤0.01% | 1604 |
|
|
2014
Q3 | $55K | Sell |
880
-500
| -36% | -$31.3K | ﹤0.01% | 1849 |
|
|
2014
Q2 | $79K | Sell |
1,380
-323
| -19% | -$18.5K | ﹤0.01% | 1567 |
|
|
2014
Q1 | $82K | Sell |
1,703
-29
| -2% | -$1.4K | ﹤0.01% | 1513 |
|
|
2013
Q4 | $88K | Sell |
1,732
-193
| -10% | -$9.81K | ﹤0.01% | 1283 |
|
|
2013
Q3 | $111K | Buy |
1,925
+261
| +16% | +$15.1K | ﹤0.01% | 1058 |
|
|
2013
Q2 | $72K | Buy |
+1,664
| New | +$72K | ﹤0.01% | 1174 |
|