Creative Planning’s Federated Premier Intermediate M FPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,655
| Closed | -$23K | – | 4586 |
|
|
2017
Q2 | $23K | Hold |
1,655
| – | – | ﹤0.01% | 3078 |
|
|
2017
Q1 | $22K | Hold |
1,655
| – | – | ﹤0.01% | 3051 |
|
|
2016
Q4 | $21K | Hold |
1,655
| – | – | ﹤0.01% | 3032 |
|
|
2016
Q3 | $23K | Hold |
1,655
| – | – | ﹤0.01% | 2955 |
|
|
2016
Q2 | $24K | Hold |
1,655
| – | – | ﹤0.01% | 2656 |
|
|
2016
Q1 | $23K | Buy |
1,655
+302
| +22% | +$4.2K | ﹤0.01% | 2656 |
|
|
2015
Q4 | $18K | Hold |
1,353
| – | – | ﹤0.01% | 2903 |
|
|
2015
Q3 | $18K | Buy |
+1,353
| New | +$18K | ﹤0.01% | 2808 |
|
|
2015
Q2 | – | Sell |
-1,348
| Closed | -$17K | – | 4055 |
|
|
2015
Q1 | $17K | Buy |
1,348
+348
| +35% | +$4.39K | ﹤0.01% | 2835 |
|
|
2014
Q4 | $13K | Buy |
+1,000
| New | +$13K | ﹤0.01% | 2954 |
|