Creative Planning’s Yadkin Financial Corporation YDKN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-9,685
| Closed | -$332K | – | 4872 |
|
2016
Q4 | $332K | Hold |
9,685
| – | – | ﹤0.01% | 1136 |
|
2016
Q3 | $255K | Sell |
9,685
-500
| -5% | -$13.2K | ﹤0.01% | 1267 |
|
2016
Q2 | $256K | Hold |
10,185
| – | – | ﹤0.01% | 1130 |
|
2016
Q1 | $241K | Buy |
10,185
+2,823
| +38% | +$66.8K | ﹤0.01% | 1118 |
|
2015
Q4 | $185K | Buy |
7,362
+300
| +4% | +$7.54K | ﹤0.01% | 1238 |
|
2015
Q3 | $152K | Buy |
+7,062
| New | +$152K | ﹤0.01% | 1335 |
|
2015
Q2 | – | Sell |
-7,065
| Closed | -$143K | – | 3622 |
|
2015
Q1 | $143K | Hold |
7,065
| – | – | ﹤0.01% | 1365 |
|
2014
Q4 | $139K | Buy |
7,065
+6,765
| +2,255% | +$133K | ﹤0.01% | 1356 |
|
2014
Q3 | $5K | Buy |
300
+159
| +113% | +$2.65K | ﹤0.01% | 3277 |
|
2014
Q2 | $3K | Buy |
+141
| New | +$3K | ﹤0.01% | 3352 |
|