Creative Planning’s Advent Claymore Conv Sec & Incme AGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-200
| Closed | -$1K | – | 4727 |
|
|
2016
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 4315 |
|
|
2016
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 4135 |
|
|
2016
Q1 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 4114 |
|
|
2014
Q3 | – | Sell |
-332
| Closed | -$3K | – | 4072 |
|
|
2014
Q2 | $3K | Buy |
+332
| New | +$3K | ﹤0.01% | 3345 |
|