Creative Planning’s Deutsche High Incm Opportunities DHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,902
| Closed | -$28K | – | 4488 |
|
|
2017
Q2 | $28K | Sell |
1,902
-300
| -14% | -$4.42K | ﹤0.01% | 2924 |
|
|
2017
Q1 | $32K | Hold |
2,202
| – | – | ﹤0.01% | 2779 |
|
|
2016
Q4 | $32K | Hold |
2,202
| – | – | ﹤0.01% | 2725 |
|
|
2016
Q3 | $31K | Buy |
2,202
+300
| +16% | +$4.22K | ﹤0.01% | 2700 |
|
|
2016
Q2 | $26K | Hold |
1,902
| – | – | ﹤0.01% | 2599 |
|
|
2016
Q1 | $25K | Hold |
1,902
| – | – | ﹤0.01% | 2598 |
|
|
2015
Q4 | $25K | Buy |
1,902
+652
| +52% | +$8.57K | ﹤0.01% | 2665 |
|
|
2015
Q3 | $16K | Buy |
+1,250
| New | +$16K | ﹤0.01% | 2906 |
|
|
2013
Q4 | – | Sell |
-5,040
| Closed | -$71K | – | 3701 |
|
|
2013
Q3 | $71K | Buy |
+5,040
| New | +$71K | ﹤0.01% | 1321 |
|