Creative Planning’s The ExOne Company XONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,268
| Closed | -$26K | – | 3963 |
|
|
2017
Q2 | $26K | Buy |
2,268
+168
| +8% | +$1.93K | ﹤0.01% | 2979 |
|
|
2017
Q1 | $21K | Hold |
2,100
| – | – | ﹤0.01% | 3081 |
|
|
2016
Q4 | $20K | Sell |
2,100
-1,000
| -32% | -$9.52K | ﹤0.01% | 3059 |
|
|
2016
Q3 | $47K | Hold |
3,100
| – | – | ﹤0.01% | 2396 |
|
|
2016
Q2 | $33K | Hold |
3,100
| – | – | ﹤0.01% | 2410 |
|
|
2016
Q1 | $41K | Sell |
3,100
-200
| -6% | -$2.65K | ﹤0.01% | 2227 |
|
|
2015
Q4 | $33K | Sell |
3,300
-300
| -8% | -$3K | ﹤0.01% | 2431 |
|
|
2015
Q3 | $24K | Buy |
+3,600
| New | +$24K | ﹤0.01% | 2585 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$7K | – | 3208 |
|
|
2015
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 3362 |
|
|
2014
Q4 | $8K | Sell |
500
-35
| -7% | -$560 | ﹤0.01% | 3207 |
|
|
2014
Q3 | $11K | Sell |
535
-1,283
| -71% | -$26.4K | ﹤0.01% | 2870 |
|
|
2014
Q2 | $72K | Sell |
1,818
-750
| -29% | -$29.7K | ﹤0.01% | 1631 |
|
|
2014
Q1 | $92K | Buy |
2,568
+1,450
| +130% | +$51.9K | ﹤0.01% | 1452 |
|
|
2013
Q4 | $68K | Sell |
1,118
-432
| -28% | -$26.3K | ﹤0.01% | 1419 |
|
|
2013
Q3 | $66K | Buy |
1,550
+550
| +55% | +$23.4K | ﹤0.01% | 1362 |
|
|
2013
Q2 | $62K | Buy |
+1,000
| New | +$62K | ﹤0.01% | 1265 |
|