Creative Planning’s AMERN STRATEGIC INCM PORTF II BSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-977
| Closed | -$9K | – | 4157 |
|
|
2014
Q2 | $9K | Hold |
977
| – | – | ﹤0.01% | 2896 |
|
|
2014
Q1 | $8K | Hold |
977
| – | – | ﹤0.01% | 2839 |
|
|
2013
Q4 | $8K | Hold |
977
| – | – | ﹤0.01% | 2689 |
|
|
2013
Q3 | $8K | Hold |
977
| – | – | ﹤0.01% | 2583 |
|
|
2013
Q2 | $8K | Buy |
+977
| New | +$8K | ﹤0.01% | 2389 |
|