Creative Planning’s Distribution Solutions Group DSGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-600
| Closed | -$7K | – | 2293 |
|
|
2017
Q2 | $7K | Hold |
600
| – | – | ﹤0.01% | 3761 |
|
|
2017
Q1 | $7K | Sell |
600
-1,000
| -63% | -$11.7K | ﹤0.01% | 3732 |
|
|
2016
Q4 | $19K | Buy |
1,600
+1,000
| +167% | +$11.9K | ﹤0.01% | 3074 |
|
|
2016
Q3 | $5K | Hold |
600
| – | – | ﹤0.01% | 3777 |
|
|
2016
Q2 | $6K | Buy |
+600
| New | +$6K | ﹤0.01% | 3464 |
|