Creative Planning’s Urban One Class A UONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-100
| Closed | – | – | 3508 |
|
|
2017
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 4667 |
|
|
2017
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 4690 |
|
|
2016
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 4604 |
|
|
2016
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 4512 |
|
|
2016
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 4352 |
|
|
2016
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 4385 |
|
|
2015
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 4428 |
|
|
2015
Q3 | $0 | Buy |
+100
| New | – | ﹤0.01% | 4237 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | – | – | 2790 |
|
|
2015
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 4236 |
|
|
2014
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 4183 |
|
|
2014
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 3998 |
|
|
2014
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 3823 |
|
|
2014
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 3646 |
|
|
2013
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 3482 |
|
|
2013
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 3359 |
|
|
2013
Q2 | $0 | Buy |
+100
| New | – | ﹤0.01% | 3122 |
|