Creative Planning’s FIRST TRUST ISE GLOBAL COPPER INDEX FD CU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,258
| Closed | -$21K | – | 3799 |
|
|
2015
Q1 | $21K | Buy |
1,258
+1,158
| +1,158% | +$19.3K | ﹤0.01% | 2676 |
|
|
2014
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3802 |
|
|
2014
Q3 | $2K | Sell |
100
-25,140
| -100% | -$503K | ﹤0.01% | 3643 |
|
|
2014
Q2 | $606K | Buy |
25,240
+15,000
| +146% | +$360K | 0.01% | 570 |
|
|
2014
Q1 | $224K | Buy |
10,240
+10,140
| +10,140% | +$222K | ﹤0.01% | 945 |
|
|
2013
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3164 |
|