Creative Planning’s THE CONTAINER STORE GROUP, INC. TCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,754
| Closed | -$937K | – | 2370 |
|
|
2021
Q1 | $937K | Buy |
+3,754
| New | +$937K | ﹤0.01% | 1048 |
|
|
2017
Q3 | – | Sell |
-11
| Closed | -$1K | – | 3718 |
|
|
2017
Q2 | $1K | Sell |
11
-5
| -31% | -$455 | ﹤0.01% | 4408 |
|
|
2017
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 4389 |
|
|
2016
Q4 | – | Sell |
-67
| Closed | -$5K | – | 4631 |
|
|
2016
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 3814 |
|
|
2016
Q2 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 3599 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 4414 |
|
|
2015
Q4 | – | Sell |
-67
| Closed | -$14K | – | 4451 |
|
|
2015
Q3 | $14K | Buy |
+67
| New | +$14K | ﹤0.01% | 2980 |
|
|
2015
Q2 | – | Sell |
-67
| Closed | -$19K | – | 2989 |
|
|
2015
Q1 | $19K | Sell |
67
-50
| -43% | -$14.2K | ﹤0.01% | 2746 |
|
|
2014
Q4 | $33K | Buy |
117
+44
| +60% | +$12.4K | ﹤0.01% | 2263 |
|
|
2014
Q3 | $24K | Buy |
73
+36
| +97% | +$11.8K | ﹤0.01% | 2403 |
|
|
2014
Q2 | $15K | Sell |
37
-6
| -14% | -$2.43K | ﹤0.01% | 2627 |
|
|
2014
Q1 | $22K | Buy |
+43
| New | +$22K | ﹤0.01% | 2290 |
|