Creative Planning’s Drive Shack Inc. DS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,882
| Closed | -$1.82K | – | 2832 |
|
|
2022
Q4 | $1.82K | Hold |
10,882
| – | – | ﹤0.01% | 2433 |
|
|
2022
Q3 | $7K | Buy |
10,882
+760
| +8% | +$908 | ﹤0.01% | 2254 |
|
|
2022
Q2 | $14K | Buy |
+10,122
| New | +$14.4K | ﹤0.01% | 2173 |
|
|
2021
Q4 | – | Sell |
-16,196
| Closed | -$46K | – | 2250 |
|
|
2021
Q3 | $46K | Buy |
16,196
+4,723
| +41% | +$12.7K | ﹤0.01% | 2002 |
|
|
2021
Q2 | $38K | Buy |
+11,473
| New | +$36.7K | ﹤0.01% | 1959 |
|
|
2017
Q3 | – | Sell |
-6,667
| Closed | -$21K | – | 3983 |
|
|
2017
Q2 | $21K | Sell |
6,667
-1,521
| -19% | -$5.49K | ﹤0.01% | 3166 |
|
|
2017
Q1 | $34K | Sell |
8,188
-13,461
| -62% | -$56K | ﹤0.01% | 2758 |
|
|
2016
Q4 | $88K | Buy |
21,649
+6,903
| +47% | +$30.5K | ﹤0.01% | 1959 |
|
|
2016
Q3 | $67K | Buy |
14,746
+5
| +0% | +$23 | ﹤0.01% | 2144 |
|
|
2016
Q2 | $68K | Sell |
14,741
-11
| -0.1% | -$49 | ﹤0.01% | 1934 |
|
|
2016
Q1 | $64K | Buy |
14,752
+55
| +0.4% | +$200 | ﹤0.01% | 1926 |
|
|
2015
Q4 | $60K | Buy |
14,697
+5
| +0% | +$22 | ﹤0.01% | 1975 |
|
|
2015
Q3 | $65K | Sell |
14,692
-77
| -0.5% | -$368 | ﹤0.01% | 1863 |
|
|
2015
Q2 | $65K | Buy |
14,769
+4
| +0% | +$20 | ﹤0.01% | 1016 |
|
|
2015
Q1 | $72K | Sell |
14,765
-712
| -5% | -$3.25K | ﹤0.01% | 1767 |
|
|
2014
Q4 | $69K | Sell |
15,477
-71,591
| -82% | -$329K | ﹤0.01% | 1785 |
|
|
2014
Q3 | $396K | Buy |
+87,068
| New | +$424K | ﹤0.01% | 748 |
|
|
2014
Q2 | – | Sell |
-86,139
| Closed | -$436K | – | 4018 |
|
|
2014
Q1 | $436K | Sell |
86,139
-12,104
| -12% | -$62K | 0.01% | 682 |
|
|
2013
Q4 | $510K | Buy |
98,243
+85,875
| +694% | +$432K | 0.01% | 514 |
|
|
2013
Q3 | $63K | Buy |
12,368
+3,466
| +39% | +$17.5K | ﹤0.01% | 1386 |
|
|
2013
Q2 | $42K | Buy |
+8,902
| New | +$42.6K | ﹤0.01% | 1475 |
|
Other funds holding DS
NIM
WS
AA
