Creative Planning’s DTS, Inc. DTSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-489
| Closed | -$21K | – | 4829 |
|
|
2016
Q3 | $21K | Buy |
+489
| New | +$21K | ﹤0.01% | 3018 |
|
|
2015
Q4 | – | Sell |
-48
| Closed | -$1K | – | 4696 |
|
|
2015
Q3 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 4148 |
|
|
2015
Q2 | – | Sell |
-800
| Closed | -$27K | – | 3964 |
|
|
2015
Q1 | $27K | Buy |
800
+500
| +167% | +$16.9K | ﹤0.01% | 2477 |
|
|
2014
Q4 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 3159 |
|