Creative Planning’s Viacom Inc. Class A VIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-996
| Closed | -$38K | – | 4493 |
|
|
2017
Q2 | $38K | Buy |
996
+3
| +0.3% | +$114 | ﹤0.01% | 2724 |
|
|
2017
Q1 | $48K | Hold |
993
| – | – | ﹤0.01% | 2495 |
|
|
2016
Q4 | $38K | Hold |
993
| – | – | ﹤0.01% | 2600 |
|
|
2016
Q3 | $42K | Buy |
993
+730
| +278% | +$30.9K | ﹤0.01% | 2490 |
|
|
2016
Q2 | $12K | Buy |
263
+20
| +8% | +$913 | ﹤0.01% | 3118 |
|
|
2016
Q1 | $11K | Buy |
243
+10
| +4% | +$453 | ﹤0.01% | 3173 |
|
|
2015
Q4 | $10K | Sell |
233
-100
| -30% | -$4.29K | ﹤0.01% | 3282 |
|
|
2015
Q3 | $15K | Buy |
+333
| New | +$15K | ﹤0.01% | 2952 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$14K | – | 3963 |
|
|
2015
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 2971 |
|
|
2014
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 2851 |
|
|
2014
Q3 | $15K | Sell |
200
-4
| -2% | -$300 | ﹤0.01% | 2697 |
|
|
2014
Q2 | $18K | Sell |
204
-4
| -2% | -$353 | ﹤0.01% | 2530 |
|
|
2014
Q1 | $18K | Hold |
208
| – | – | ﹤0.01% | 2436 |
|
|
2013
Q4 | $18K | Hold |
208
| – | – | ﹤0.01% | 2270 |
|
|
2013
Q3 | $17K | Buy |
208
+8
| +4% | +$654 | ﹤0.01% | 2201 |
|
|
2013
Q2 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 2135 |
|