Creative Planning’s TAL Education Group TAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-211,715
| Closed | -$1.03M | – | 2167 |
|
|
2021
Q3 | $1.03M | Buy |
+211,715
| New | +$1.03M | ﹤0.01% | 939 |
|
|
2021
Q1 | – | Sell |
-4,890
| Closed | -$350K | – | 2399 |
|
|
2020
Q4 | $350K | Sell |
4,890
-542
| -10% | -$38.8K | ﹤0.01% | 1501 |
|
|
2020
Q3 | $413K | Buy |
5,432
+784
| +17% | +$59.6K | ﹤0.01% | 1219 |
|
|
2020
Q2 | $318K | Buy |
+4,648
| New | +$318K | ﹤0.01% | 1250 |
|
|
2019
Q3 | – | Sell |
-6,434
| Closed | -$245K | – | 1944 |
|
|
2019
Q2 | $245K | Buy |
+6,434
| New | +$245K | ﹤0.01% | 1488 |
|
|
2018
Q3 | – | Sell |
-14,352
| Closed | -$528K | – | 1995 |
|
|
2018
Q2 | $528K | Sell |
14,352
-30,492
| -68% | -$1.12M | ﹤0.01% | 1032 |
|
|
2018
Q1 | $1.66M | Buy |
44,844
+26,344
| +142% | +$977K | 0.01% | 511 |
|
|
2017
Q4 | $550K | Buy |
18,500
+5,258
| +40% | +$156K | ﹤0.01% | 1014 |
|
|
2017
Q3 | $446K | Buy |
13,242
+642
| +5% | +$21.6K | ﹤0.01% | 1102 |
|
|
2017
Q2 | $257K | Buy |
12,600
+6,600
| +110% | +$135K | ﹤0.01% | 1362 |
|
|
2017
Q1 | $107K | Sell |
6,000
-1,770
| -23% | -$31.6K | ﹤0.01% | 1895 |
|
|
2016
Q4 | $91K | Buy |
7,770
+1,170
| +18% | +$13.7K | ﹤0.01% | 1920 |
|
|
2016
Q3 | $78K | Buy |
6,600
+5,574
| +543% | +$65.9K | ﹤0.01% | 2009 |
|
|
2016
Q2 | $11K | Sell |
1,026
-54
| -5% | -$579 | ﹤0.01% | 3163 |
|
|
2016
Q1 | $9K | Sell |
1,080
-4,590
| -81% | -$38.3K | ﹤0.01% | 3261 |
|
|
2015
Q4 | $44K | Buy |
5,670
+2,670
| +89% | +$20.7K | ﹤0.01% | 2194 |
|
|
2015
Q3 | $16K | Buy |
+3,000
| New | +$16K | ﹤0.01% | 2886 |
|
|
2015
Q2 | – | Sell |
-19,560
| Closed | -$108K | – | 2674 |
|
|
2015
Q1 | $108K | Sell |
19,560
-2,814
| -13% | -$15.5K | ﹤0.01% | 1527 |
|
|
2014
Q4 | $105K | Buy |
22,374
+1,974
| +10% | +$9.26K | ﹤0.01% | 1519 |
|
|
2014
Q3 | $119K | Buy |
+20,400
| New | +$119K | ﹤0.01% | 1353 |
|
|
2014
Q2 | – | Sell |
-12,000
| Closed | -$45K | – | 3809 |
|
|
2014
Q1 | $45K | Buy |
+12,000
| New | +$45K | ﹤0.01% | 1858 |
|
|
2013
Q4 | – | Sell |
-4,596
| Closed | -$11K | – | 3463 |
|
|
2013
Q3 | $11K | Buy |
+4,596
| New | +$11K | ﹤0.01% | 2420 |
|