Creative Planning’s TrueCar TRUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$9K | – | 4598 |
|
|
2016
Q3 | $9K | Sell |
1,000
-7,000
| -88% | -$63K | ﹤0.01% | 3525 |
|
|
2016
Q2 | $63K | Hold |
8,000
| – | – | ﹤0.01% | 1968 |
|
|
2016
Q1 | $45K | Sell |
8,000
-100
| -1% | -$563 | ﹤0.01% | 2167 |
|
|
2015
Q4 | $77K | Sell |
8,100
-5,700
| -41% | -$54.2K | ﹤0.01% | 1779 |
|
|
2015
Q3 | $72K | Hold |
13,800
| – | – | ﹤0.01% | 1785 |
|
|
2015
Q2 | $165K | Sell |
13,800
-500
| -3% | -$5.98K | ﹤0.01% | 899 |
|
|
2015
Q1 | $255K | Buy |
14,300
+200
| +1% | +$3.57K | ﹤0.01% | 1065 |
|
|
2014
Q4 | $323K | Sell |
14,100
-3,500
| -20% | -$80.2K | ﹤0.01% | 899 |
|
|
2014
Q3 | $316K | Buy |
17,600
+17,200
| +4,300% | +$309K | ﹤0.01% | 844 |
|
|
2014
Q2 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 3056 |
|