Creative Planning’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-227
| Closed | -$4K | – | 2013 |
|
|
2017
Q2 | $4K | Sell |
227
-27
| -11% | -$476 | ﹤0.01% | 4008 |
|
|
2017
Q1 | $4K | Sell |
254
-93
| -27% | -$1.47K | ﹤0.01% | 3965 |
|
|
2016
Q4 | $5K | Sell |
347
-49
| -12% | -$706 | ﹤0.01% | 3852 |
|
|
2016
Q3 | $7K | Buy |
396
+42
| +12% | +$742 | ﹤0.01% | 3632 |
|
|
2016
Q2 | $4K | Buy |
+354
| New | +$4K | ﹤0.01% | 3653 |
|