Creative Planning’s Team TISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-187
| Closed | -$44K | – | 3444 |
|
|
2017
Q2 | $44K | Hold |
187
| – | – | ﹤0.01% | 2594 |
|
|
2017
Q1 | $51K | Hold |
187
| – | – | ﹤0.01% | 2447 |
|
|
2016
Q4 | $73K | Sell |
187
-7
| -4% | -$2.73K | ﹤0.01% | 2067 |
|
|
2016
Q3 | $63K | Buy |
194
+5
| +3% | +$1.62K | ﹤0.01% | 2159 |
|
|
2016
Q2 | $47K | Hold |
189
| – | – | ﹤0.01% | 2162 |
|
|
2016
Q1 | $57K | Buy |
+189
| New | +$57K | ﹤0.01% | 1996 |
|
|
2014
Q4 | – | Sell |
-4
| Closed | -$2K | – | 4173 |
|
|
2014
Q3 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 3596 |
|