Creative Planning’s Gramercy Property Trust GPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,561
| Closed | -$262K | – | 2211 |
|
|
2018
Q3 | $262K | Sell |
9,561
-132
| -1% | -$3.61K | ﹤0.01% | 1494 |
|
|
2018
Q2 | $265K | Sell |
9,693
-1,089
| -10% | -$27.9K | ﹤0.01% | 1440 |
|
|
2018
Q1 | $234K | Buy |
10,782
+1,098
| +11% | +$26.1K | ﹤0.01% | 1503 |
|
|
2017
Q4 | $258K | Buy |
9,684
+513
| +6% | +$14.9K | ﹤0.01% | 1438 |
|
|
2017
Q3 | $277K | Sell |
9,171
-155
| -2% | -$4.64K | ﹤0.01% | 1377 |
|
|
2017
Q2 | $277K | Sell |
9,326
-3,787
| -29% | -$109K | ﹤0.01% | 1336 |
|
|
2017
Q1 | $345K | Buy |
+13,113
| New | +$352K | ﹤0.01% | 1186 |
|
|
2016
Q4 | – | Sell |
-10,469
| Closed | -$303K | – | 4998 |
|
|
2016
Q3 | $303K | Buy |
10,469
+341
| +3% | +$9.87K | ﹤0.01% | 1178 |
|
|
2016
Q2 | $280K | Buy |
10,128
+333
| +3% | +$8.76K | ﹤0.01% | 1089 |
|
|
2016
Q1 | $248K | Buy |
9,795
+867
| +10% | +$19.5K | ﹤0.01% | 1112 |
|
|
2015
Q4 | $207K | Buy |
8,928
+8,903
| +35,612% | +$555K | ﹤0.01% | 1178 |
|
|
2015
Q3 | $2K | Buy |
+25
| New | +$1.73K | ﹤0.01% | 4017 |
|
|
2015
Q2 | – | Sell |
-142
| Closed | -$12K | – | 3618 |
|
|
2015
Q1 | $12K | Sell |
142
-425
| -75% | -$12.1K | ﹤0.01% | 3106 |
|
|
2014
Q4 | $12K | Buy |
567
+134
| +31% | +$2.46K | ﹤0.01% | 3038 |
|
|
2014
Q3 | $7K | Sell |
433
-33,334
| -99% | -$609K | ﹤0.01% | 3159 |
|
|
2014
Q2 | $613K | Buy |
33,767
+84
| +0.2% | +$1.4K | 0.01% | 565 |
|
|
2014
Q1 | $521K | Buy |
33,683
+250
| +0.7% | +$4.26K | 0.01% | 597 |
|
|
2013
Q4 | $577K | Buy |
33,433
+33,310
| +27,081% | +$490K | 0.01% | 479 |
|
|
2013
Q3 | $2K | Hold |
123
| – | – | ﹤0.01% | 3029 |
|
|
2013
Q2 | $2K | Buy |
+123
| New | +$1.71K | ﹤0.01% | 2878 |
|
