Creative Planning’s ZEP INC COM STK (DE) ZEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,264
| Closed | -$22K | – | 3883 |
|
|
2015
Q1 | $22K | Sell |
1,264
-134
| -10% | -$2.33K | ﹤0.01% | 2643 |
|
|
2014
Q4 | $21K | Hold |
1,398
| – | – | ﹤0.01% | 2601 |
|
|
2014
Q3 | $20K | Buy |
1,398
+583
| +72% | +$8.34K | ﹤0.01% | 2533 |
|
|
2014
Q2 | $14K | Buy |
815
+297
| +57% | +$5.1K | ﹤0.01% | 2674 |
|
|
2014
Q1 | $9K | Hold |
518
| – | – | ﹤0.01% | 2775 |
|
|
2013
Q4 | $9K | Hold |
518
| – | – | ﹤0.01% | 2640 |
|
|
2013
Q3 | $8K | Buy |
518
+85
| +20% | +$1.31K | ﹤0.01% | 2582 |
|
|
2013
Q2 | $7K | Buy |
+433
| New | +$7K | ﹤0.01% | 2445 |
|