Creative Planning’s Alpha Pro Tech APT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,500
| Closed | -$310K | – | 1951 |
|
|
2020
Q2 | $310K | Buy |
+17,500
| New | +$310K | ﹤0.01% | 1263 |
|
|
2016
Q3 | – | Sell |
-4,000
| Closed | -$9K | – | 4361 |
|
|
2016
Q2 | $9K | Buy |
+4,000
| New | +$9K | ﹤0.01% | 3247 |
|
|
2015
Q4 | – | Sell |
-700
| Closed | -$1K | – | 4255 |
|
|
2015
Q3 | $1K | Buy |
+700
| New | +$1K | ﹤0.01% | 3981 |
|
|
2015
Q2 | – | Sell |
-700
| Closed | -$2K | – | 1156 |
|
|
2015
Q1 | $2K | Sell |
700
-500
| -42% | -$1.43K | ﹤0.01% | 3743 |
|
|
2014
Q4 | $3K | Buy |
+1,200
| New | +$3K | ﹤0.01% | 3596 |
|