Creative Planning’s MONTGOMERY STR INCOME SECS MTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,250
| Closed | -$22K | – | 4624 |
|
|
2015
Q3 | $22K | Buy |
+1,250
| New | +$22K | ﹤0.01% | 2653 |
|
|
2015
Q2 | – | Sell |
-1,250
| Closed | -$21K | – | 3795 |
|
|
2015
Q1 | $21K | Hold |
1,250
| – | – | ﹤0.01% | 2675 |
|
|
2014
Q4 | $21K | Hold |
1,250
| – | – | ﹤0.01% | 2599 |
|
|
2014
Q3 | $20K | Sell |
1,250
-3,000
| -71% | -$48K | ﹤0.01% | 2531 |
|
|
2014
Q2 | $71K | Buy |
4,250
+3,000
| +240% | +$50.1K | ﹤0.01% | 1638 |
|
|
2014
Q1 | $20K | Hold |
1,250
| – | – | ﹤0.01% | 2362 |
|
|
2013
Q4 | $19K | Buy |
+1,250
| New | +$19K | ﹤0.01% | 2228 |
|