Creative Planning’s Madison Strategic Sector MSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-700
| Closed | -$8K | – | 4814 |
|
|
2016
Q4 | $8K | Buy |
+700
| New | +$8K | ﹤0.01% | 3657 |
|
|
2015
Q2 | – | Sell |
-1,250
| Closed | -$15K | – | 3464 |
|
|
2015
Q1 | $15K | Buy |
1,250
+250
| +25% | +$3K | ﹤0.01% | 2912 |
|
|
2014
Q4 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 2997 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$2K | – | 3899 |
|
|
2014
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 3321 |
|
|
2013
Q4 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 3146 |
|