Creative Planning’s SOLARWINDS INC COM STK (DE) SWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-363
| Closed | -$21K | – | 4607 |
|
|
2015
Q4 | $21K | Hold |
363
| – | – | ﹤0.01% | 2798 |
|
|
2015
Q3 | $14K | Buy |
+363
| New | +$14K | ﹤0.01% | 2987 |
|
|
2015
Q2 | – | Sell |
-363
| Closed | -$19K | – | 3773 |
|
|
2015
Q1 | $19K | Buy |
363
+200
| +123% | +$10.5K | ﹤0.01% | 2754 |
|
|
2014
Q4 | $8K | Sell |
163
-176
| -52% | -$8.64K | ﹤0.01% | 3218 |
|
|
2014
Q3 | $14K | Buy |
339
+176
| +108% | +$7.27K | ﹤0.01% | 2735 |
|
|
2014
Q2 | $6K | Sell |
163
-900
| -85% | -$33.1K | ﹤0.01% | 3088 |
|
|
2014
Q1 | $45K | Hold |
1,063
| – | – | ﹤0.01% | 1862 |
|
|
2013
Q4 | $40K | Buy |
1,063
+900
| +552% | +$33.9K | ﹤0.01% | 1758 |
|
|
2013
Q3 | $6K | Hold |
163
| – | – | ﹤0.01% | 2694 |
|
|
2013
Q2 | $6K | Buy |
+163
| New | +$6K | ﹤0.01% | 2501 |
|