Creative Planning
CWH.PRE

Creative Planning’s COMMONWEALTH REIT CUM RED PFD SER E (MD) CWH.PRE Stock Holding History

Creative Planning’s Portfolio CWH.PRE Stock Details CWH.PRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-300
Closed -$8K – 3976
2014
Q1 		$8K Hold
300
– – ﹤0.01% 2840
2013
Q4 		$7K Hold
300
– – ﹤0.01% 2748
2013
Q3 		$7K Buy
+300
New +$7K ﹤0.01% 2638