Creative Planning’s SPDR S&P International Health Care Sector IRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-300
| Closed | -$15K | – | 4726 |
|
|
2017
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 3396 |
|
|
2017
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 3400 |
|
|
2016
Q4 | $13K | Sell |
300
-310
| -51% | -$13.6K | ﹤0.01% | 3399 |
|
|
2016
Q3 | $29K | Sell |
610
-400
| -40% | -$19.4K | ﹤0.01% | 2784 |
|
|
2016
Q2 | $49K | Buy |
1,010
+700
| +226% | +$33.5K | ﹤0.01% | 2155 |
|
|
2016
Q1 | $14K | Hold |
310
| – | – | ﹤0.01% | 3029 |
|
|
2015
Q4 | $16K | Sell |
310
-1,000
| -76% | -$49.6K | ﹤0.01% | 3022 |
|
|
2015
Q3 | $63K | Buy |
+1,310
| New | +$68.6K | ﹤0.01% | 1883 |
|
|
2015
Q2 | – | Sell |
-310
| Closed | -$16K | – | 4231 |
|
|
2015
Q1 | $16K | Sell |
310
-600
| -66% | -$29.9K | ﹤0.01% | 2904 |
|
|
2014
Q4 | $43K | Hold |
910
| – | – | ﹤0.01% | 2114 |
|
|
2014
Q3 | $45K | Buy |
910
+310
| +52% | +$15.1K | ﹤0.01% | 2002 |
|
|
2014
Q2 | $30K | Hold |
600
| – | – | ﹤0.01% | 2242 |
|
|
2014
Q1 | $28K | Sell |
600
-1,200
| -67% | -$55.3K | ﹤0.01% | 2186 |
|
|
2013
Q4 | $81K | Hold |
1,800
| – | – | ﹤0.01% | 1325 |
|
|
2013
Q3 | $75K | Sell |
1,800
-141
| -7% | -$5.77K | ﹤0.01% | 1298 |
|
|
2013
Q2 | $77K | Buy |
+1,941
| New | +$78.7K | ﹤0.01% | 1130 |
|
Other funds holding IRY
Creative Planning's IRY Position: Q3 2017 in Review
Creative Planning sold out of SPDR S&P International Health Care Sector (IRY) in Q3 2017, closing a stake of 300 shares — an estimated $15K sold.
Creative Planning first reported a position in IRY in Q2 2013 and held it in 16 quarters. The position peaked at $81K in Q4 2013. 1 fund tracked by Wall St. Rank holds IRY as of Q3 2017.
- Creative Planning reported no remaining SPDR S&P International Health Care Sector position as of Q3 2017 after selling out during the quarter.
- Creative Planning sold 300 SPDR S&P International Health Care Sector shares in Q3 2017, an estimated $15K.
- Creative Planning first reported a position in SPDR S&P International Health Care Sector in Q2 2013 and held it in 16 quarters.
- Creative Planning's SPDR S&P International Health Care Sector position peaked at $81K in Q4 2013.
- 1 fund tracked by Wall St. Rank held SPDR S&P International Health Care Sector as of Q3 2017.
Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.