Creative Planning’s Xcerra Corporation XCRA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-133
| Closed | -$1K | – | 4270 |
|
2017
Q2 | $1K | Hold |
133
| – | – | ﹤0.01% | 4441 |
|
2017
Q1 | $1K | Sell |
133
-70
| -34% | -$526 | ﹤0.01% | 4426 |
|
2016
Q4 | $2K | Hold |
203
| – | – | ﹤0.01% | 4232 |
|
2016
Q3 | $1K | Hold |
203
| – | – | ﹤0.01% | 4312 |
|
2016
Q2 | $1K | Buy |
203
+70
| +53% | +$345 | ﹤0.01% | 4134 |
|
2016
Q1 | $1K | Hold |
133
| – | – | ﹤0.01% | 4112 |
|
2015
Q4 | $1K | Sell |
133
-33
| -20% | -$248 | ﹤0.01% | 4175 |
|
2015
Q3 | $1K | Buy |
+166
| New | +$1K | ﹤0.01% | 4095 |
|
2015
Q2 | – | Sell |
-133
| Closed | -$1K | – | 3466 |
|
2015
Q1 | $1K | Sell |
133
-33
| -20% | -$248 | ﹤0.01% | 3972 |
|
2014
Q4 | $2K | Buy |
166
+33
| +25% | +$398 | ﹤0.01% | 3785 |
|
2014
Q3 | $1K | Sell |
133
-61
| -31% | -$459 | ﹤0.01% | 3779 |
|
2014
Q2 | $2K | Buy |
194
+61
| +46% | +$629 | ﹤0.01% | 3464 |
|
2014
Q1 | $1K | Sell |
133
-5
| -4% | -$38 | ﹤0.01% | 3443 |
|
2013
Q4 | $1K | Hold |
138
| – | – | ﹤0.01% | 3254 |
|
2013
Q3 | $1K | Sell |
138
-100
| -42% | -$725 | ﹤0.01% | 3148 |
|
2013
Q2 | $1K | Buy |
+238
| New | +$1K | ﹤0.01% | 3005 |
|