Creative Planning’s 180 Degree Capital TURN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-213
| Closed | -$1K | – | 3480 |
|
2017
Q2 | $1K | Sell |
213
-67
| -24% | -$315 | ﹤0.01% | 4388 |
|
2017
Q1 | $1K | Buy |
280
+80
| +40% | +$286 | ﹤0.01% | 4378 |
|
2016
Q4 | $1K | Buy |
200
+167
| +506% | +$835 | ﹤0.01% | 4328 |
|
2016
Q3 | $0 | Hold |
33
| – | – | ﹤0.01% | 4507 |
|
2016
Q2 | $0 | Hold |
33
| – | – | ﹤0.01% | 4346 |
|
2016
Q1 | $0 | Sell |
33
-150
| -82% | – | ﹤0.01% | 4377 |
|
2015
Q4 | $1K | Buy |
183
+83
| +83% | +$454 | ﹤0.01% | 4127 |
|
2015
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 4050 |
|
2015
Q2 | – | Sell |
-100
| Closed | -$1K | – | 2755 |
|
2015
Q1 | $1K | Sell |
100
-417
| -81% | -$4.17K | ﹤0.01% | 3940 |
|
2014
Q4 | $5K | Buy |
517
+484
| +1,467% | +$4.68K | ﹤0.01% | 3442 |
|
2014
Q3 | $0 | Buy |
+33
| New | – | ﹤0.01% | 3994 |
|