Creative Planning’s Fortress Investment Group Llc FIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-500
| Closed | -$4K | – | 4366 |
|
|
2017
Q2 | $4K | Sell |
500
-400
| -44% | -$3.2K | ﹤0.01% | 4070 |
|
|
2017
Q1 | $7K | Buy |
900
+400
| +80% | +$3.11K | ﹤0.01% | 3782 |
|
|
2016
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 4238 |
|
|
2016
Q3 | $2K | Sell |
500
-755
| -60% | -$3.02K | ﹤0.01% | 4178 |
|
|
2016
Q2 | $6K | Buy |
1,255
+455
| +57% | +$2.18K | ﹤0.01% | 3518 |
|
|
2016
Q1 | $4K | Sell |
800
-3,200
| -80% | -$16K | ﹤0.01% | 3688 |
|
|
2015
Q4 | $20K | Sell |
4,000
-1,000
| -20% | -$5K | ﹤0.01% | 2831 |
|
|
2015
Q3 | $28K | Buy |
+5,000
| New | +$28K | ﹤0.01% | 2465 |
|
|
2015
Q2 | – | Sell |
-5,380
| Closed | -$43K | – | 3535 |
|
|
2015
Q1 | $43K | Buy |
5,380
+400
| +8% | +$3.2K | ﹤0.01% | 2115 |
|
|
2014
Q4 | $40K | Buy |
4,980
+4,480
| +896% | +$36K | ﹤0.01% | 2143 |
|
|
2014
Q3 | $3K | Hold |
500
| – | – | ﹤0.01% | 3499 |
|
|
2014
Q2 | $4K | Buy |
500
+250
| +100% | +$2K | ﹤0.01% | 3256 |
|
|
2014
Q1 | $2K | Buy |
+250
| New | +$2K | ﹤0.01% | 3326 |
|