Creative Planning’s Deutsche Multi-Market Incm Trust KMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,200
| Closed | -$28K | – | 4462 |
|
|
2017
Q2 | $28K | Sell |
3,200
-2,279
| -42% | -$19.9K | ﹤0.01% | 2923 |
|
|
2017
Q1 | $48K | Hold |
5,479
| – | – | ﹤0.01% | 2494 |
|
|
2016
Q4 | $47K | Buy |
5,479
+2,279
| +71% | +$19.6K | ﹤0.01% | 2423 |
|
|
2016
Q3 | $27K | Hold |
3,200
| – | – | ﹤0.01% | 2826 |
|
|
2016
Q2 | $26K | Hold |
3,200
| – | – | ﹤0.01% | 2598 |
|
|
2016
Q1 | $25K | Hold |
3,200
| – | – | ﹤0.01% | 2597 |
|
|
2015
Q4 | $24K | Hold |
3,200
| – | – | ﹤0.01% | 2698 |
|
|
2015
Q3 | $24K | Buy |
+3,200
| New | +$24K | ﹤0.01% | 2596 |
|
|
2015
Q2 | – | Sell |
-3,200
| Closed | -$27K | – | 3917 |
|
|
2015
Q1 | $27K | Sell |
3,200
-2,903
| -48% | -$24.5K | ﹤0.01% | 2476 |
|
|
2014
Q4 | $52K | Buy |
6,103
+1,800
| +42% | +$15.3K | ﹤0.01% | 1971 |
|
|
2014
Q3 | $38K | Buy |
+4,303
| New | +$38K | ﹤0.01% | 2103 |
|
|
2014
Q2 | – | Sell |
-1,103
| Closed | -$10K | – | 3974 |
|
|
2014
Q1 | $10K | Sell |
1,103
-1,200
| -52% | -$10.9K | ﹤0.01% | 2733 |
|
|
2013
Q4 | $22K | Sell |
2,303
-727
| -24% | -$6.95K | ﹤0.01% | 2142 |
|
|
2013
Q3 | $30K | Buy |
3,030
+1,927
| +175% | +$19.1K | ﹤0.01% | 1862 |
|
|
2013
Q2 | $11K | Buy |
+1,103
| New | +$11K | ﹤0.01% | 2257 |
|