Creative Planning’s Universal Stainless & Alloy USAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-900
| Closed | -$9K | – | 4629 |
|
|
2016
Q3 | $9K | Hold |
900
| – | – | ﹤0.01% | 3529 |
|
|
2016
Q2 | $10K | Hold |
900
| – | – | ﹤0.01% | 3214 |
|
|
2016
Q1 | $9K | Hold |
900
| – | – | ﹤0.01% | 3268 |
|
|
2015
Q4 | $8K | Hold |
900
| – | – | ﹤0.01% | 3393 |
|
|
2015
Q3 | $10K | Buy |
+900
| New | +$10K | ﹤0.01% | 3188 |
|