Creative Planning’s Global X Guru Index ETF GURU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-565
| Closed | -$15K | – | 1789 |
|
|
2015
Q1 | $15K | Buy |
565
+405
| +253% | +$10.8K | ﹤0.01% | 2891 |
|
|
2014
Q4 | $4K | Buy |
+160
| New | +$4K | ﹤0.01% | 3515 |
|
|
2014
Q3 | – | Sell |
-2,275
| Closed | -$60K | – | 3914 |
|
|
2014
Q2 | $60K | Buy |
2,275
+125
| +6% | +$3.3K | ﹤0.01% | 1738 |
|
|
2014
Q1 | $53K | Buy |
2,150
+950
| +79% | +$23.4K | ﹤0.01% | 1756 |
|
|
2013
Q4 | $31K | Buy |
+1,200
| New | +$31K | ﹤0.01% | 1926 |
|
|
2013
Q3 | – | Sell |
-910
| Closed | -$19K | – | 3265 |
|
|
2013
Q2 | $19K | Buy |
+910
| New | +$19K | ﹤0.01% | 1953 |
|