Creative Planning’s Value Line VALU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-100
| Closed | -$2K | – | 3533 |
|
|
2017
Q2 | $2K | Sell |
100
-45
| -31% | -$900 | ﹤0.01% | 4245 |
|
|
2017
Q1 | $2K | Hold |
145
| – | – | ﹤0.01% | 4231 |
|
|
2016
Q4 | $3K | Hold |
145
| – | – | ﹤0.01% | 4076 |
|
|
2016
Q3 | $2K | Hold |
145
| – | – | ﹤0.01% | 4126 |
|
|
2016
Q2 | $2K | Hold |
145
| – | – | ﹤0.01% | 3949 |
|
|
2016
Q1 | $2K | Hold |
145
| – | – | ﹤0.01% | 3906 |
|
|
2015
Q4 | $2K | Hold |
145
| – | – | ﹤0.01% | 3977 |
|
|
2015
Q3 | $2K | Buy |
+145
| New | +$2K | ﹤0.01% | 3901 |
|
|
2015
Q2 | – | Sell |
-145
| Closed | -$2K | – | 2813 |
|
|
2015
Q1 | $2K | Hold |
145
| – | – | ﹤0.01% | 3800 |
|
|
2014
Q4 | $2K | Hold |
145
| – | – | ﹤0.01% | 3749 |
|
|
2014
Q3 | $2K | Sell |
145
-100
| -41% | -$1.38K | ﹤0.01% | 3600 |
|
|
2014
Q2 | $4K | Buy |
245
+200
| +444% | +$3.27K | ﹤0.01% | 3236 |
|
|
2014
Q1 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 3422 |
|