Creative Planning’s EXCEL TRUST , INC COM STK EXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-15,000
| Closed | -$237K | – | 4316 |
|
|
2015
Q2 | $237K | Hold |
15,000
| – | – | ﹤0.01% | 827 |
|
|
2015
Q1 | $210K | Hold |
15,000
| – | – | ﹤0.01% | 1166 |
|
|
2014
Q4 | $201K | Hold |
15,000
| – | – | ﹤0.01% | 1130 |
|
|
2014
Q3 | $177K | Hold |
15,000
| – | – | ﹤0.01% | 1126 |
|
|
2014
Q2 | $200K | Hold |
15,000
| – | – | ﹤0.01% | 1039 |
|
|
2014
Q1 | $190K | Buy |
+15,000
| New | +$190K | ﹤0.01% | 1024 |
|