Creative Planning’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,550
| Closed | -$100K | – | 1982 |
|
|
2018
Q3 | $100K | Buy |
+1,550
| New | +$100K | ﹤0.01% | 1770 |
|
|
2016
Q2 | – | Sell |
-86
| Closed | -$5K | – | 4413 |
|
|
2016
Q1 | $5K | Sell |
86
-128
| -60% | -$7.44K | ﹤0.01% | 3581 |
|
|
2015
Q4 | $12K | Buy |
+214
| New | +$12K | ﹤0.01% | 3170 |
|
|
2014
Q4 | – | Sell |
-40
| Closed | -$6K | – | 4240 |
|
|
2014
Q3 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 3175 |
|