Creative Planning’s AG Mortgage Investment Trust MITT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,953
| Closed | -$107K | – | 2903 |
|
|
2017
Q2 | $107K | Buy |
1,953
+998
| +105% | +$54.7K | ﹤0.01% | 1928 |
|
|
2017
Q1 | $52K | Sell |
955
-529
| -36% | -$28.8K | ﹤0.01% | 2427 |
|
|
2016
Q4 | $76K | Buy |
1,484
+541
| +57% | +$27.7K | ﹤0.01% | 2039 |
|
|
2016
Q3 | $45K | Buy |
943
+6
| +0.6% | +$286 | ﹤0.01% | 2424 |
|
|
2016
Q2 | $41K | Buy |
937
+7
| +0.8% | +$306 | ﹤0.01% | 2273 |
|
|
2016
Q1 | $36K | Buy |
930
+8
| +0.9% | +$310 | ﹤0.01% | 2312 |
|
|
2015
Q4 | $36K | Buy |
922
+174
| +23% | +$6.79K | ﹤0.01% | 2368 |
|
|
2015
Q3 | $34K | Buy |
+748
| New | +$34K | ﹤0.01% | 2318 |
|
|
2015
Q2 | – | Sell |
-476
| Closed | -$27K | – | 2144 |
|
|
2015
Q1 | $27K | Buy |
476
+5
| +1% | +$284 | ﹤0.01% | 2458 |
|
|
2014
Q4 | $26K | Buy |
471
+50
| +12% | +$2.76K | ﹤0.01% | 2444 |
|
|
2014
Q3 | $22K | Sell |
421
-3,906
| -90% | -$204K | ﹤0.01% | 2456 |
|
|
2014
Q2 | $246K | Sell |
4,327
-226
| -5% | -$12.8K | ﹤0.01% | 930 |
|
|
2014
Q1 | $239K | Sell |
4,553
-1,328
| -23% | -$69.7K | ﹤0.01% | 914 |
|
|
2013
Q4 | $276K | Sell |
5,881
-992
| -14% | -$46.6K | ﹤0.01% | 717 |
|
|
2013
Q3 | $343K | Buy |
6,873
+836
| +14% | +$41.7K | 0.01% | 544 |
|
|
2013
Q2 | $341K | Buy |
+6,037
| New | +$341K | 0.01% | 509 |
|