Creative Planning’s Barron's 400 ETF BFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,379
| Closed | -$52K | – | 2026 |
|
|
2017
Q2 | $52K | Buy |
1,379
+769
| +126% | +$29K | ﹤0.01% | 2461 |
|
|
2017
Q1 | $22K | Buy |
610
+210
| +53% | +$7.57K | ﹤0.01% | 3023 |
|
|
2016
Q4 | $14K | Hold |
400
| – | – | ﹤0.01% | 3257 |
|
|
2016
Q3 | $13K | Sell |
400
-900
| -69% | -$29.3K | ﹤0.01% | 3267 |
|
|
2016
Q2 | $40K | Hold |
1,300
| – | – | ﹤0.01% | 2279 |
|
|
2016
Q1 | $39K | Hold |
1,300
| – | – | ﹤0.01% | 2251 |
|
|
2015
Q4 | $39K | Hold |
1,300
| – | – | ﹤0.01% | 2292 |
|
|
2015
Q3 | $39K | Buy |
+1,300
| New | +$39K | ﹤0.01% | 2206 |
|
|
2015
Q2 | – | Sell |
-1,300
| Closed | -$43K | – | 1238 |
|
|
2015
Q1 | $43K | Sell |
1,300
-1,400
| -52% | -$46.3K | ﹤0.01% | 2100 |
|
|
2014
Q4 | $85K | Buy |
2,700
+1,400
| +108% | +$44.1K | ﹤0.01% | 1619 |
|
|
2014
Q3 | $39K | Hold |
1,300
| – | – | ﹤0.01% | 2070 |
|
|
2014
Q2 | $41K | Buy |
1,300
+900
| +225% | +$28.4K | ﹤0.01% | 1976 |
|
|
2014
Q1 | $12K | Hold |
400
| – | – | ﹤0.01% | 2620 |
|
|
2013
Q4 | $12K | Buy |
+400
| New | +$12K | ﹤0.01% | 2457 |
|