Creative Planning’s Lite Strategy, Inc. Common Stock LITS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-57
| Closed | -$3K | – | 2884 |
|
|
2017
Q2 | $3K | Hold |
57
| – | – | ﹤0.01% | 4112 |
|
|
2017
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 4211 |
|
|
2016
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 4166 |
|
|
2016
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 4103 |
|
|
2016
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 3926 |
|
|
2016
Q1 | $1K | Sell |
57
-5
| -8% | -$88 | ﹤0.01% | 4034 |
|
|
2015
Q4 | $2K | Buy |
62
+5
| +9% | +$161 | ﹤0.01% | 3949 |
|
|
2015
Q3 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 3879 |
|
|
2015
Q2 | – | Sell |
-57
| Closed | -$2K | – | 2115 |
|
|
2015
Q1 | $2K | Buy |
57
+50
| +714% | +$1.75K | ﹤0.01% | 3781 |
|
|
2014
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 3862 |
|
|
2014
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 3717 |
|
|
2014
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 3531 |
|
|
2014
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 3282 |
|
|
2013
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 3215 |
|
|
2013
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 2989 |
|
|
2013
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 2953 |
|