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