Creative Planning’s Sierra Wireless SWIR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,410
| Closed | -$213K | – | 2008 |
|
|
2017
Q4 | $213K | Sell |
10,410
-110
| -1% | -$2.25K | ﹤0.01% | 1555 |
|
|
2017
Q3 | $226K | Buy |
10,520
+3,640
| +53% | +$78.2K | ﹤0.01% | 1497 |
|
|
2017
Q2 | $193K | Buy |
6,880
+790
| +13% | +$22.2K | ﹤0.01% | 1532 |
|
|
2017
Q1 | $162K | Sell |
6,090
-944
| -13% | -$25.1K | ﹤0.01% | 1616 |
|
|
2016
Q4 | $110K | Sell |
7,034
-906
| -11% | -$14.2K | ﹤0.01% | 1791 |
|
|
2016
Q3 | $114K | Sell |
7,940
-1,085
| -12% | -$15.6K | ﹤0.01% | 1752 |
|
|
2016
Q2 | $153K | Sell |
9,025
-200
| -2% | -$3.39K | ﹤0.01% | 1401 |
|
|
2016
Q1 | $134K | Buy |
9,225
+35
| +0.4% | +$508 | ﹤0.01% | 1448 |
|
|
2015
Q4 | $145K | Buy |
9,190
+1,465
| +19% | +$23.1K | ﹤0.01% | 1403 |
|
|
2015
Q3 | $163K | Buy |
+7,725
| New | +$163K | ﹤0.01% | 1301 |
|
|
2015
Q2 | – | Sell |
-4,875
| Closed | -$161K | – | 3128 |
|
|
2015
Q1 | $161K | Sell |
4,875
-50
| -1% | -$1.65K | ﹤0.01% | 1294 |
|
|
2014
Q4 | $233K | Buy |
4,925
+125
| +3% | +$5.91K | ﹤0.01% | 1046 |
|
|
2014
Q3 | $128K | Buy |
4,800
+2,900
| +153% | +$77.3K | ﹤0.01% | 1310 |
|
|
2014
Q2 | $38K | Sell |
1,900
-100
| -5% | -$2K | ﹤0.01% | 2043 |
|
|
2014
Q1 | $44K | Buy |
+2,000
| New | +$44K | ﹤0.01% | 1876 |
|