Creative Planning’s ZULILY INC CLASS A COMMON STOCK ZU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-50
| Closed | -$1K | – | 4673 |
|
|
2015
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 4140 |
|
|
2015
Q2 | – | Sell |
-78
| Closed | -$1K | – | 3835 |
|
|
2015
Q1 | $1K | Buy |
78
+28
| +56% | +$359 | ﹤0.01% | 4007 |
|
|
2014
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 3951 |
|
|
2014
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 3647 |
|
|
2014
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 3478 |
|
|
2014
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 3232 |
|
|
2013
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 3167 |
|