Creative Planning’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-28
| Closed | – | – | 4679 |
|
|
2016
Q2 | $0 | Hold |
28
| – | – | ﹤0.01% | 4491 |
|
|
2016
Q1 | $0 | Hold |
28
| – | – | ﹤0.01% | 4565 |
|
|
2015
Q4 | $0 | Hold |
28
| – | – | ﹤0.01% | 4594 |
|
|
2015
Q3 | $0 | Buy |
+28
| New | – | ﹤0.01% | 4296 |
|
|
2015
Q2 | – | Sell |
-128
| Closed | -$2K | – | 3693 |
|
|
2015
Q1 | $2K | Buy |
128
+100
| +357% | +$1.56K | ﹤0.01% | 3854 |
|
|
2014
Q4 | $0 | Hold |
28
| – | – | ﹤0.01% | 4305 |
|
|
2014
Q3 | $0 | Hold |
28
| – | – | ﹤0.01% | 4102 |
|
|
2014
Q2 | $0 | Sell |
28
-95
| -77% | – | ﹤0.01% | 3936 |
|
|
2014
Q1 | $1K | Hold |
123
| – | – | ﹤0.01% | 3457 |
|
|
2013
Q4 | $1K | Hold |
123
| – | – | ﹤0.01% | 3266 |
|
|
2013
Q3 | $1K | Hold |
123
| – | – | ﹤0.01% | 3158 |
|
|
2013
Q2 | $1K | Buy |
+123
| New | +$1K | ﹤0.01% | 3017 |
|