Creative Planning’s DTS, Inc. DTSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-489
| Closed | -$21K | – | 5105 |
|
|
2016
Q3 | $21K | Buy |
+489
| New | +$15.8K | ﹤0.01% | 3050 |
|
|
2015
Q4 | – | Sell |
-48
| Closed | -$1K | – | 4862 |
|
|
2015
Q3 | $1K | Buy |
+48
| New | +$1.34K | ﹤0.01% | 4262 |
|
|
2015
Q2 | – | Sell |
-800
| Closed | -$27K | – | 4128 |
|
|
2015
Q1 | $27K | Buy |
800
+500
| +167% | +$15.3K | ﹤0.01% | 2498 |
|
|
2014
Q4 | $9K | Buy |
+300
| New | +$9.02K | ﹤0.01% | 3209 |
|