Creative Planning’s CoreCard CCRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-5,000
| Closed | -$14K | – | 1337 |
|
|
2015
Q1 | $14K | Hold |
5,000
| – | – | ﹤0.01% | 2934 |
|
|
2014
Q4 | $8K | Hold |
5,000
| – | – | ﹤0.01% | 3170 |
|
|
2014
Q3 | $7K | Hold |
5,000
| – | – | ﹤0.01% | 3067 |
|
|
2014
Q2 | $7K | Hold |
5,000
| – | – | ﹤0.01% | 2959 |
|
|
2014
Q1 | $8K | Hold |
5,000
| – | – | ﹤0.01% | 2789 |
|
|
2013
Q4 | $8K | Hold |
5,000
| – | – | ﹤0.01% | 2652 |
|
|
2013
Q3 | $8K | Hold |
5,000
| – | – | ﹤0.01% | 2543 |
|
|
2013
Q2 | $6K | Buy |
+5,000
| New | +$6K | ﹤0.01% | 2465 |
|