Creative Planning’s WageWorks, Inc. WAGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-300
| Closed | -$20K | – | 4161 |
|
|
2017
Q2 | $20K | Hold |
300
| – | – | ﹤0.01% | 3166 |
|
|
2017
Q1 | $22K | Hold |
300
| – | – | ﹤0.01% | 3045 |
|
|
2016
Q4 | $22K | Sell |
300
-50
| -14% | -$3.67K | ﹤0.01% | 2990 |
|
|
2016
Q3 | $21K | Sell |
350
-72
| -17% | -$4.32K | ﹤0.01% | 3015 |
|
|
2016
Q2 | $25K | Buy |
+422
| New | +$25K | ﹤0.01% | 2623 |
|
|
2013
Q4 | – | Sell |
-200
| Closed | -$10K | – | 3544 |
|
|
2013
Q3 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 2483 |
|