Creative Planning’s Aware AWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-100
| Closed | – | – | 4194 |
|
|
2015
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 4262 |
|
|
2015
Q3 | $0 | Buy |
+100
| New | – | ﹤0.01% | 4174 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$1K | – | 3509 |
|
|
2013
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3194 |
|
|
2013
Q3 | $1K | Sell |
100
-1,000
| -91% | -$10K | ﹤0.01% | 3073 |
|
|
2013
Q2 | $6K | Buy |
+1,100
| New | +$6K | ﹤0.01% | 2461 |
|