Creative Planning’s CBL& Associates Properties, Inc. CBL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-20,000
| Closed | -$21K | – | 1976 |
|
2019
Q4 | $21K | Hold |
20,000
| – | – | ﹤0.01% | 1835 |
|
2019
Q3 | $26K | Hold |
20,000
| – | – | ﹤0.01% | 1816 |
|
2019
Q2 | $21K | Hold |
20,000
| – | – | ﹤0.01% | 1845 |
|
2019
Q1 | $31K | Buy |
+20,000
| New | +$31K | ﹤0.01% | 1781 |
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$8K | – | 4049 |
|
2017
Q2 | $8K | Buy |
1,000
+350
| +54% | +$2.8K | ﹤0.01% | 3738 |
|
2017
Q1 | $6K | Sell |
650
-350
| -35% | -$3.23K | ﹤0.01% | 3852 |
|
2016
Q4 | $12K | Sell |
1,000
-1,000
| -50% | -$12K | ﹤0.01% | 3398 |
|
2016
Q3 | $24K | Buy |
2,000
+1,000
| +100% | +$12K | ﹤0.01% | 2915 |
|
2016
Q2 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 3295 |
|
2016
Q1 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 3099 |
|
2015
Q4 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 3169 |
|
2013
Q4 | – | Sell |
-275
| Closed | -$5K | – | 3532 |
|
2013
Q3 | $5K | Sell |
275
-478
| -63% | -$8.69K | ﹤0.01% | 2755 |
|
2013
Q2 | $16K | Buy |
+753
| New | +$16K | ﹤0.01% | 2064 |
|