Creative Planning’s Alliance Californa Muni Fd AKP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,682
| Closed | -$51K | – | 3395 |
|
|
2015
Q1 | $51K | Sell |
3,682
-1,000
| -21% | -$13.9K | ﹤0.01% | 2011 |
|
|
2014
Q4 | $63K | Buy |
4,682
+1,000
| +27% | +$13.5K | ﹤0.01% | 1834 |
|
|
2014
Q3 | $50K | Hold |
3,682
| – | – | ﹤0.01% | 1919 |
|
|
2014
Q2 | $48K | Hold |
3,682
| – | – | ﹤0.01% | 1888 |
|
|
2014
Q1 | $47K | Hold |
3,682
| – | – | ﹤0.01% | 1836 |
|
|
2013
Q4 | $45K | Hold |
3,682
| – | – | ﹤0.01% | 1678 |
|
|
2013
Q3 | $45K | Hold |
3,682
| – | – | ﹤0.01% | 1579 |
|
|
2013
Q2 | $48K | Buy |
+3,682
| New | +$48K | ﹤0.01% | 1409 |
|