Creative Planning’s CHAMBERS STR PPTYS COM CSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-26,145
| Closed | -$170K | – | 4630 |
|
|
2015
Q3 | $170K | Buy |
26,145
+12,127
| +87% | +$78.9K | ﹤0.01% | 1279 |
|
|
2015
Q2 | $111K | Hold |
14,018
| – | – | ﹤0.01% | 949 |
|
|
2015
Q1 | $110K | Hold |
14,018
| – | – | ﹤0.01% | 1520 |
|
|
2014
Q4 | $113K | Hold |
14,018
| – | – | ﹤0.01% | 1483 |
|
|
2014
Q3 | $106K | Buy |
14,018
+2,251
| +19% | +$17K | ﹤0.01% | 1426 |
|
|
2014
Q2 | $95K | Hold |
11,767
| – | – | ﹤0.01% | 1459 |
|
|
2014
Q1 | $91K | Hold |
11,767
| – | – | ﹤0.01% | 1460 |
|
|
2013
Q4 | $90K | Hold |
11,767
| – | – | ﹤0.01% | 1257 |
|
|
2013
Q3 | $103K | Hold |
11,767
| – | – | ﹤0.01% | 1103 |
|
|
2013
Q2 | $118K | Buy |
+11,767
| New | +$118K | ﹤0.01% | 900 |
|