Creative Planning’s XOOM CORP COM XOOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-10,300
| Closed | -$256K | – | 4654 |
|
2015
Q3 | $256K | Sell |
10,300
-100
| -1% | -$2.49K | ﹤0.01% | 1046 |
|
2015
Q2 | $219K | Sell |
10,400
-9,600
| -48% | -$202K | ﹤0.01% | 842 |
|
2015
Q1 | $294K | Sell |
20,000
-10,000
| -33% | -$147K | ﹤0.01% | 996 |
|
2014
Q4 | $525K | Sell |
30,000
-8,852
| -23% | -$155K | 0.01% | 674 |
|
2014
Q3 | $853K | Hold |
38,852
| – | – | 0.01% | 455 |
|
2014
Q2 | $1.02M | Hold |
38,852
| – | – | 0.01% | 381 |
|
2014
Q1 | $758K | Buy |
+38,852
| New | +$758K | 0.01% | 462 |
|
2013
Q4 | – | Sell |
-100
| Closed | -$3K | – | 3608 |
|
2013
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2942 |
|