Creative Planning’s ALPS Equal Sector Weight ETF EQL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-2,109
| Closed | -$42K | – | 4542 |
|
2016
Q4 | $42K | Buy |
+2,109
| New | +$42K | ﹤0.01% | 2508 |
|
2015
Q4 | – | Sell |
-300
| Closed | -$5K | – | 4298 |
|
2015
Q3 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 3546 |
|
2015
Q2 | – | Sell |
-300
| Closed | -$6K | – | 1597 |
|
2015
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 3397 |
|
2014
Q4 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 3329 |
|