Creative Planning’s DSS Inc DSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-584
| Closed | -$39K | – | 2087 |
|
|
2021
Q1 | $39K | Buy |
+584
| New | +$39K | ﹤0.01% | 2276 |
|
|
2017
Q3 | – | Sell |
-1
| Closed | – | – | 2294 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4518 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 4318 |
|
|
2016
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 4464 |
|
|
2016
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4398 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 4222 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 4231 |
|
|
2015
Q4 | – | Sell |
-33
| Closed | -$13K | – | 4289 |
|
|
2015
Q3 | $13K | Buy |
33
+5
| +18% | +$1.97K | ﹤0.01% | 3000 |
|
|
2015
Q2 | $17K | Buy |
+28
| New | +$17K | ﹤0.01% | 1046 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 4090 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 4039 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 3876 |
|