Creative Planning’s DOW ENHANCED PREMIUM & INCOME FUND, INC COM DPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-2,022
| Closed | -$27K | – | 4364 |
|
2014
Q3 | $27K | Buy |
2,022
+855
| +73% | +$11.4K | ﹤0.01% | 2324 |
|
2014
Q2 | $16K | Hold |
1,167
| – | – | ﹤0.01% | 2602 |
|
2014
Q1 | $16K | Sell |
1,167
-700
| -37% | -$9.6K | ﹤0.01% | 2501 |
|
2013
Q4 | $25K | Buy |
1,867
+700
| +60% | +$9.37K | ﹤0.01% | 2062 |
|
2013
Q3 | $14K | Buy |
1,167
+861
| +281% | +$10.3K | ﹤0.01% | 2300 |
|
2013
Q2 | $4K | Buy |
+306
| New | +$4K | ﹤0.01% | 2672 |
|