Creative Planning’s INLAND REAL ESTATE CORP IRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-600
| Closed | -$6K | – | 4656 |
|
|
2015
Q4 | $6K | Hold |
600
| – | – | ﹤0.01% | 3570 |
|
|
2015
Q3 | $5K | Buy |
+600
| New | +$5K | ﹤0.01% | 3631 |
|
|
2015
Q1 | – | Sell |
-666
| Closed | -$7K | – | 4475 |
|
|
2014
Q4 | $7K | Sell |
666
-267
| -29% | -$2.81K | ﹤0.01% | 3309 |
|
|
2014
Q3 | $9K | Buy |
933
+12
| +1% | +$116 | ﹤0.01% | 2995 |
|
|
2014
Q2 | $10K | Sell |
921
-1,018
| -53% | -$11.1K | ﹤0.01% | 2837 |
|
|
2014
Q1 | $20K | Buy |
1,939
+909
| +88% | +$9.38K | ﹤0.01% | 2365 |
|
|
2013
Q4 | $11K | Hold |
1,030
| – | – | ﹤0.01% | 2546 |
|
|
2013
Q3 | $11K | Hold |
1,030
| – | – | ﹤0.01% | 2444 |
|
|
2013
Q2 | $11K | Buy |
+1,030
| New | +$11K | ﹤0.01% | 2263 |
|