Creative Planning’s Korea Fund KF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,121
| Closed | -$45K | – | 2781 |
|
|
2017
Q2 | $45K | Hold |
1,121
| – | – | ﹤0.01% | 2580 |
|
|
2017
Q1 | $41K | Buy |
1,121
+4
| +0.4% | +$146 | ﹤0.01% | 2601 |
|
|
2016
Q4 | $36K | Hold |
1,117
| – | – | ﹤0.01% | 2627 |
|
|
2016
Q3 | $40K | Hold |
1,117
| – | – | ﹤0.01% | 2511 |
|
|
2016
Q2 | $36K | Hold |
1,117
| – | – | ﹤0.01% | 2353 |
|
|
2016
Q1 | $36K | Sell |
1,117
-132
| -11% | -$4.25K | ﹤0.01% | 2311 |
|
|
2015
Q4 | $40K | Sell |
1,249
-300
| -19% | -$9.61K | ﹤0.01% | 2272 |
|
|
2015
Q3 | $55K | Buy |
+1,549
| New | +$55K | ﹤0.01% | 1966 |
|
|
2015
Q2 | – | Sell |
-1,549
| Closed | -$62K | – | 2009 |
|
|
2015
Q1 | $62K | Hold |
1,549
| – | – | ﹤0.01% | 1855 |
|
|
2014
Q4 | $58K | Buy |
1,549
+190
| +14% | +$7.11K | ﹤0.01% | 1888 |
|
|
2014
Q3 | $56K | Hold |
1,359
| – | – | ﹤0.01% | 1833 |
|
|
2014
Q2 | $58K | Hold |
1,359
| – | – | ﹤0.01% | 1764 |
|
|
2014
Q1 | $55K | Hold |
1,359
| – | – | ﹤0.01% | 1730 |
|
|
2013
Q4 | $56K | Buy |
1,359
+395
| +41% | +$16.3K | ﹤0.01% | 1526 |
|
|
2013
Q3 | $37K | Buy |
964
+379
| +65% | +$14.5K | ﹤0.01% | 1706 |
|
|
2013
Q2 | $20K | Buy |
+585
| New | +$20K | ﹤0.01% | 1927 |
|