CSP
Creative Planning’s AMER STRATEGIC INCM PTFL-III CSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-47
| Closed | – | – | 4156 |
|
|
2014
Q2 | $0 | Buy |
47
+1
| +2% | – | ﹤0.01% | 3972 |
|
|
2014
Q1 | $0 | Buy |
46
+1
| +2% | – | ﹤0.01% | 3791 |
|
|
2013
Q4 | $0 | Buy |
45
+1
| +2% | – | ﹤0.01% | 3638 |
|
|
2013
Q3 | $0 | Buy |
44
+1
| +2% | – | ﹤0.01% | 3491 |
|
|
2013
Q2 | $0 | Buy |
+43
| New | – | ﹤0.01% | 3184 |
|