Creative Planning’s BURGER KING WORLDWIDE BKW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-200
| Closed | -$6K | – | 4370 |
|
|
2014
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 3197 |
|
|
2014
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 3185 |
|
|
2014
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 3066 |
|
|
2013
Q4 | $5K | Sell |
200
-100
| -33% | -$2.5K | ﹤0.01% | 2880 |
|
|
2013
Q3 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 2698 |
|