Creative Planning’s Orchids Paper Products, Inc. TIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-1,500
| Closed | -$19K | – | 4194 |
|
2017
Q2 | $19K | Buy |
1,500
+125
| +9% | +$1.58K | ﹤0.01% | 3197 |
|
2017
Q1 | $33K | Buy |
1,375
+1,000
| +267% | +$24K | ﹤0.01% | 2752 |
|
2016
Q4 | $10K | Buy |
+375
| New | +$10K | ﹤0.01% | 3520 |
|
2016
Q3 | – | Sell |
-133
| Closed | -$5K | – | 4589 |
|
2016
Q2 | $5K | Sell |
133
-267
| -67% | -$10K | ﹤0.01% | 3615 |
|
2016
Q1 | $11K | Sell |
400
-800
| -67% | -$22K | ﹤0.01% | 3168 |
|
2015
Q4 | $37K | Buy |
1,200
+275
| +30% | +$8.48K | ﹤0.01% | 2346 |
|
2015
Q3 | $24K | Buy |
+925
| New | +$24K | ﹤0.01% | 2588 |
|
2015
Q2 | – | Sell |
-482
| Closed | -$13K | – | 3403 |
|
2015
Q1 | $13K | Buy |
482
+107
| +29% | +$2.89K | ﹤0.01% | 3011 |
|
2014
Q4 | $11K | Sell |
375
-350
| -48% | -$10.3K | ﹤0.01% | 3043 |
|
2014
Q3 | $18K | Hold |
725
| – | – | ﹤0.01% | 2587 |
|
2014
Q2 | $23K | Hold |
725
| – | – | ﹤0.01% | 2382 |
|
2014
Q1 | $22K | Sell |
725
-97
| -12% | -$2.94K | ﹤0.01% | 2292 |
|
2013
Q4 | $27K | Buy |
+822
| New | +$27K | ﹤0.01% | 2021 |
|