Creative Planning’s Consumer Portfolio Services CPSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-50
| Closed | – | – | 1412 |
|
|
2015
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 4078 |
|
|
2014
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 4020 |
|
|
2014
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 3861 |
|
|
2014
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 3663 |
|
|
2014
Q1 | $0 | Buy |
+50
| New | – | ﹤0.01% | 3529 |
|