Creative Planning’s Twin Disc TWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-200
| Closed | -$3K | – | 3484 |
|
|
2017
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 4127 |
|
|
2017
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 4013 |
|
|
2016
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 4075 |
|
|
2016
Q3 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 4125 |
|
|
2013
Q4 | – | Sell |
-1,000
| Closed | -$26K | – | 3478 |
|
|
2013
Q3 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 1941 |
|
|
2013
Q2 | $24K | Buy |
+1,000
| New | +$24K | ﹤0.01% | 1826 |
|