Creative Planning’s Sphere 3D ANY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1
| Closed | – | – | 1933 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4473 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 4481 |
|
|
2016
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4419 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 4359 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 4193 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 4187 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 4252 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 4170 |
|