Creative Planning’s SPDR S&P Capital Markets ETF KCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-12,000
| Closed | -$486K | – | 4517 |
|
|
2016
Q3 | $486K | Buy |
+12,000
| New | +$486K | ﹤0.01% | 907 |
|
|
2014
Q3 | – | Sell |
-7
| Closed | – | – | 3926 |
|
|
2014
Q2 | $0 | Sell |
7
-15
| -68% | – | ﹤0.01% | 3734 |
|
|
2014
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 3399 |
|
|
2013
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 3212 |
|
|
2013
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 3090 |
|
|
2013
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 2943 |
|