Creative Planning’s TIM HORTONS INC COM, CANADA THI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-6,829
| Closed | -$538K | – | 4373 |
|
2014
Q3 | $538K | Buy |
6,829
+1,942
| +40% | +$153K | 0.01% | 624 |
|
2014
Q2 | $267K | Sell |
4,887
-252
| -5% | -$13.8K | ﹤0.01% | 891 |
|
2014
Q1 | $284K | Buy |
5,139
+178
| +4% | +$9.84K | ﹤0.01% | 843 |
|
2013
Q4 | $290K | Sell |
4,961
-101
| -2% | -$5.9K | 0.01% | 693 |
|
2013
Q3 | $294K | Buy |
5,062
+2,408
| +91% | +$140K | 0.01% | 608 |
|
2013
Q2 | $144K | Buy |
+2,654
| New | +$144K | ﹤0.01% | 801 |
|