Creative Planning’s Citizens CIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,007
| Closed | -$22K | – | 2154 |
|
|
2017
Q2 | $22K | Hold |
3,007
| – | – | ﹤0.01% | 3082 |
|
|
2017
Q1 | $22K | Hold |
3,007
| – | – | ﹤0.01% | 3025 |
|
|
2016
Q4 | $30K | Hold |
3,007
| – | – | ﹤0.01% | 2752 |
|
|
2016
Q3 | $28K | Buy |
3,007
+118
| +4% | +$1.1K | ﹤0.01% | 2762 |
|
|
2016
Q2 | $22K | Hold |
2,889
| – | – | ﹤0.01% | 2689 |
|
|
2016
Q1 | $21K | Buy |
2,889
+10
| +0.3% | +$73 | ﹤0.01% | 2698 |
|
|
2015
Q4 | $21K | Hold |
2,879
| – | – | ﹤0.01% | 2765 |
|
|
2015
Q3 | $21K | Buy |
+2,879
| New | +$21K | ﹤0.01% | 2662 |
|
|
2015
Q2 | – | Sell |
-2,879
| Closed | -$18K | – | 1367 |
|
|
2015
Q1 | $18K | Hold |
2,879
| – | – | ﹤0.01% | 2767 |
|
|
2014
Q4 | $22K | Hold |
2,879
| – | – | ﹤0.01% | 2549 |
|
|
2014
Q3 | $19K | Hold |
2,879
| – | – | ﹤0.01% | 2545 |
|
|
2014
Q2 | $21K | Buy |
2,879
+71
| +3% | +$518 | ﹤0.01% | 2413 |
|
|
2014
Q1 | $21K | Hold |
2,808
| – | – | ﹤0.01% | 2305 |
|
|
2013
Q4 | $25K | Hold |
2,808
| – | – | ﹤0.01% | 2045 |
|
|
2013
Q3 | $24K | Sell |
2,808
-11,925
| -81% | -$102K | ﹤0.01% | 1988 |
|
|
2013
Q2 | $88K | Buy |
+14,733
| New | +$88K | ﹤0.01% | 1050 |
|