Creative Planning’s AMREIT INC NEW COM STK AMRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,600
| Closed | -$42K | – | 4430 |
|
|
2014
Q4 | $42K | Sell |
1,600
-1,500
| -48% | -$39.4K | ﹤0.01% | 2114 |
|
|
2014
Q3 | $71K | Buy |
3,100
+1,500
| +94% | +$34.4K | ﹤0.01% | 1681 |
|
|
2014
Q2 | $29K | Hold |
1,600
| – | – | ﹤0.01% | 2237 |
|
|
2014
Q1 | $27K | Sell |
1,600
-1,350
| -46% | -$22.8K | ﹤0.01% | 2194 |
|
|
2013
Q4 | $50K | Buy |
2,950
+1,350
| +84% | +$22.9K | ﹤0.01% | 1615 |
|
|
2013
Q3 | $28K | Hold |
1,600
| – | – | ﹤0.01% | 1906 |
|
|
2013
Q2 | $31K | Buy |
+1,600
| New | +$31K | ﹤0.01% | 1668 |
|