Creative Planning’s Education Realty Trust Inc EDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-75
| Closed | -$3K | – | 4273 |
|
|
2017
Q2 | $3K | Sell |
75
-58
| -44% | -$2.32K | ﹤0.01% | 4169 |
|
|
2017
Q1 | $5K | Hold |
133
| – | – | ﹤0.01% | 3941 |
|
|
2016
Q4 | $6K | Sell |
133
-4
| -3% | -$180 | ﹤0.01% | 3827 |
|
|
2016
Q3 | $6K | Sell |
137
-104
| -43% | -$4.56K | ﹤0.01% | 3756 |
|
|
2016
Q2 | $11K | Buy |
241
+75
| +45% | +$3.42K | ﹤0.01% | 3178 |
|
|
2016
Q1 | $7K | Sell |
166
-33
| -17% | -$1.39K | ﹤0.01% | 3399 |
|
|
2015
Q4 | $8K | Buy |
199
+33
| +20% | +$1.33K | ﹤0.01% | 3414 |
|
|
2015
Q3 | $5K | Buy |
+166
| New | +$5K | ﹤0.01% | 3611 |
|
|
2015
Q1 | – | Sell |
-27
| Closed | -$1K | – | 4323 |
|
|
2014
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 3918 |
|