Creative Planning’s TravelCenters of America LLC TA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-487
| Closed | -$10K | – | 3841 |
|
2017
Q2 | $10K | Hold |
487
| – | – | ﹤0.01% | 3601 |
|
2017
Q1 | $15K | Hold |
487
| – | – | ﹤0.01% | 3316 |
|
2016
Q4 | $17K | Buy |
487
+200
| +70% | +$6.98K | ﹤0.01% | 3153 |
|
2016
Q3 | $10K | Buy |
287
+40
| +16% | +$1.39K | ﹤0.01% | 3481 |
|
2016
Q2 | $10K | Hold |
247
| – | – | ﹤0.01% | 3218 |
|
2016
Q1 | $8K | Sell |
247
-16
| -6% | -$518 | ﹤0.01% | 3317 |
|
2015
Q4 | $12K | Hold |
263
| – | – | ﹤0.01% | 3162 |
|
2015
Q3 | $14K | Buy |
+263
| New | +$14K | ﹤0.01% | 2983 |
|
2015
Q2 | – | Sell |
-419
| Closed | -$37K | – | 3100 |
|
2015
Q1 | $37K | Buy |
419
+166
| +66% | +$14.7K | ﹤0.01% | 2223 |
|
2014
Q4 | $16K | Buy |
253
+206
| +438% | +$13K | ﹤0.01% | 2790 |
|
2014
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 3608 |
|
2014
Q2 | $2K | Buy |
47
+4
| +9% | +$170 | ﹤0.01% | 3442 |
|
2014
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 3305 |
|
2013
Q4 | $2K | Buy |
43
+40
| +1,333% | +$1.86K | ﹤0.01% | 3127 |
|
2013
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 3393 |
|
2013
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3135 |
|