Creative Planning’s Credit Suisse X-Links Long/Short Equity ETN's due February 19,2020 CSLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,000
| Closed | -$78K | – | 4345 |
|
|
2014
Q4 | $78K | Hold |
3,000
| – | – | ﹤0.01% | 1687 |
|
|
2014
Q3 | $75K | Hold |
3,000
| – | – | ﹤0.01% | 1645 |
|
|
2014
Q2 | $74K | Hold |
3,000
| – | – | ﹤0.01% | 1611 |
|
|
2014
Q1 | $72K | Hold |
3,000
| – | – | ﹤0.01% | 1587 |
|
|
2013
Q4 | $71K | Sell |
3,000
-3,500
| -54% | -$82.8K | ﹤0.01% | 1390 |
|
|
2013
Q3 | $150K | Hold |
6,500
| – | – | ﹤0.01% | 892 |
|
|
2013
Q2 | $145K | Buy |
+6,500
| New | +$145K | ﹤0.01% | 796 |
|