Creative Planning’s SPDR Global Dow ETF DGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-231
| Closed | -$18K | – | 2270 |
|
|
2017
Q2 | $18K | Hold |
231
| – | – | ﹤0.01% | 3207 |
|
|
2017
Q1 | $17K | Hold |
231
| – | – | ﹤0.01% | 3185 |
|
|
2016
Q4 | $16K | Sell |
231
-6
| -3% | -$416 | ﹤0.01% | 3175 |
|
|
2016
Q3 | $16K | Hold |
237
| – | – | ﹤0.01% | 3159 |
|
|
2016
Q2 | $15K | Hold |
237
| – | – | ﹤0.01% | 2942 |
|
|
2016
Q1 | $15K | Hold |
237
| – | – | ﹤0.01% | 2929 |
|
|
2015
Q4 | $15K | Sell |
237
-12
| -5% | -$759 | ﹤0.01% | 2995 |
|
|
2015
Q3 | $15K | Buy |
+249
| New | +$15K | ﹤0.01% | 2918 |
|
|
2015
Q2 | – | Sell |
-249
| Closed | -$17K | – | 1480 |
|
|
2015
Q1 | $17K | Hold |
249
| – | – | ﹤0.01% | 2811 |
|
|
2014
Q4 | $17K | Sell |
249
-60
| -19% | -$4.1K | ﹤0.01% | 2725 |
|
|
2014
Q3 | $22K | Buy |
309
+60
| +24% | +$4.27K | ﹤0.01% | 2450 |
|
|
2014
Q2 | $18K | Hold |
249
| – | – | ﹤0.01% | 2509 |
|
|
2014
Q1 | $17K | Hold |
249
| – | – | ﹤0.01% | 2442 |
|
|
2013
Q4 | $17K | Sell |
249
-45
| -15% | -$3.07K | ﹤0.01% | 2277 |
|
|
2013
Q3 | $19K | Hold |
294
| – | – | ﹤0.01% | 2125 |
|
|
2013
Q2 | $17K | Buy |
+294
| New | +$17K | ﹤0.01% | 2018 |
|