Creative Planning’s POWERSHARES KBW INS PORT KBWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$69K | – | 4583 |
|
|
2015
Q4 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 1845 |
|
|
2015
Q3 | $67K | Buy |
+1,000
| New | +$67K | ﹤0.01% | 1835 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$69K | – | 3755 |
|
|
2015
Q1 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 1780 |
|
|
2014
Q4 | $70K | Hold |
1,000
| – | – | ﹤0.01% | 1762 |
|
|
2014
Q3 | $66K | Hold |
1,000
| – | – | ﹤0.01% | 1727 |
|
|
2014
Q2 | $67K | Hold |
1,000
| – | – | ﹤0.01% | 1665 |
|
|
2014
Q1 | $65K | Hold |
1,000
| – | – | ﹤0.01% | 1643 |
|
|
2013
Q4 | $66K | Hold |
1,000
| – | – | ﹤0.01% | 1431 |
|
|
2013
Q3 | $58K | Buy |
+1,000
| New | +$58K | ﹤0.01% | 1432 |
|