Creative Planning’s UBS AG FI Enhanced Global High Yield ETN FIHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,775
| Closed | -$370K | – | 1952 |
|
|
2019
Q4 | $370K | Buy |
1,775
+577
| +48% | +$120K | ﹤0.01% | 1268 |
|
|
2019
Q3 | $220K | Sell |
1,198
-719
| -38% | -$132K | ﹤0.01% | 1542 |
|
|
2019
Q2 | $345K | Buy |
+1,917
| New | +$345K | ﹤0.01% | 1279 |
|
|
2019
Q1 | – | Sell |
-1,890
| Closed | -$267K | – | 1927 |
|
|
2018
Q4 | $267K | Buy |
+1,890
| New | +$267K | ﹤0.01% | 1300 |
|
|
2017
Q3 | – | Sell |
-610
| Closed | -$91K | – | 3833 |
|
|
2017
Q2 | $91K | Buy |
+610
| New | +$91K | ﹤0.01% | 2040 |
|
|
2017
Q1 | – | Sell |
-258
| Closed | -$32K | – | 4736 |
|
|
2016
Q4 | $32K | Buy |
+258
| New | +$32K | ﹤0.01% | 2722 |
|