Creative Planning’s Brookfield Property Partners L.P. Limited Partnership Units BPY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-29,850
| Closed | -$531K | – | 2455 |
|
2021
Q1 | $531K | Sell |
29,850
-4,423
| -13% | -$78.7K | ﹤0.01% | 1378 |
|
2020
Q4 | $496K | Buy |
34,273
+13,112
| +62% | +$190K | ﹤0.01% | 1292 |
|
2020
Q3 | $255K | Buy |
21,161
+1,342
| +7% | +$16.2K | ﹤0.01% | 1508 |
|
2020
Q2 | $196K | Buy |
19,819
+1,277
| +7% | +$12.6K | ﹤0.01% | 1518 |
|
2020
Q1 | $149K | Buy |
+18,542
| New | +$149K | ﹤0.01% | 1440 |
|
2017
Q3 | – | Sell |
-762
| Closed | -$18K | – | 3989 |
|
2017
Q2 | $18K | Sell |
762
-494
| -39% | -$11.7K | ﹤0.01% | 3224 |
|
2017
Q1 | $28K | Buy |
1,256
+469
| +60% | +$10.5K | ﹤0.01% | 2866 |
|
2016
Q4 | $17K | Buy |
787
+151
| +24% | +$3.26K | ﹤0.01% | 3156 |
|
2016
Q3 | $15K | Buy |
636
+63
| +11% | +$1.49K | ﹤0.01% | 3212 |
|
2016
Q2 | $13K | Hold |
573
| – | – | ﹤0.01% | 3055 |
|
2016
Q1 | $13K | Sell |
573
-2,045
| -78% | -$46.4K | ﹤0.01% | 3044 |
|
2015
Q4 | $61K | Buy |
2,618
+2,556
| +4,123% | +$59.6K | ﹤0.01% | 1941 |
|
2015
Q3 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 4081 |
|
2015
Q2 | – | Sell |
-62
| Closed | -$2K | – | 3223 |
|
2015
Q1 | $2K | Sell |
62
-43
| -41% | -$1.39K | ﹤0.01% | 3828 |
|
2014
Q4 | $2K | Sell |
105
-23
| -18% | -$438 | ﹤0.01% | 3773 |
|
2014
Q3 | $3K | Sell |
128
-16
| -11% | -$375 | ﹤0.01% | 3484 |
|
2014
Q2 | $3K | Buy |
144
+88
| +157% | +$1.83K | ﹤0.01% | 3334 |
|
2014
Q1 | $1K | Sell |
56
-13
| -19% | -$232 | ﹤0.01% | 3433 |
|
2013
Q4 | $1K | Sell |
69
-4
| -5% | -$58 | ﹤0.01% | 3247 |
|
2013
Q3 | $1K | Sell |
73
-36
| -33% | -$493 | ﹤0.01% | 3139 |
|
2013
Q2 | $2K | Buy |
+109
| New | +$2K | ﹤0.01% | 2863 |
|