Creative Planning’s Zovio Inc. Common Stock ZVO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-1,600
| Closed | -$24K | – | 3877 |
|
2017
Q2 | $24K | Buy |
1,600
+100
| +7% | +$1.5K | ﹤0.01% | 3033 |
|
2017
Q1 | $16K | Hold |
1,500
| – | – | ﹤0.01% | 3263 |
|
2016
Q4 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 3243 |
|
2016
Q3 | $10K | Hold |
1,500
| – | – | ﹤0.01% | 3483 |
|
2016
Q2 | $11K | Hold |
1,500
| – | – | ﹤0.01% | 3171 |
|
2016
Q1 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 2953 |
|
2015
Q4 | $11K | Hold |
1,500
| – | – | ﹤0.01% | 3220 |
|
2015
Q3 | $11K | Buy |
+1,500
| New | +$11K | ﹤0.01% | 3139 |
|
2015
Q2 | – | Sell |
-1,677
| Closed | -$16K | – | 3138 |
|
2015
Q1 | $16K | Sell |
1,677
-1,800
| -52% | -$17.2K | ﹤0.01% | 2862 |
|
2014
Q4 | $39K | Sell |
3,477
-123
| -3% | -$1.38K | ﹤0.01% | 2156 |
|
2014
Q3 | $40K | Buy |
3,600
+1,300
| +57% | +$14.4K | ﹤0.01% | 2064 |
|
2014
Q2 | $31K | Hold |
2,300
| – | – | ﹤0.01% | 2177 |
|
2014
Q1 | $34K | Buy |
2,300
+500
| +28% | +$7.39K | ﹤0.01% | 2045 |
|
2013
Q4 | $32K | Hold |
1,800
| – | – | ﹤0.01% | 1910 |
|
2013
Q3 | $32K | Hold |
1,800
| – | – | ﹤0.01% | 1807 |
|
2013
Q2 | $22K | Buy |
+1,800
| New | +$22K | ﹤0.01% | 1883 |
|