Creative Planning’s My Size MYSZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3
| Closed | -$5K | – | 1927 |
|
|
2019
Q3 | $5K | Hold |
3
| – | – | ﹤0.01% | 1860 |
|
|
2019
Q2 | $7K | Hold |
3
| – | – | ﹤0.01% | 1880 |
|
|
2019
Q1 | $8K | Hold |
3
| – | – | ﹤0.01% | 1840 |
|
|
2018
Q4 | $8K | Hold |
3
| – | – | ﹤0.01% | 1785 |
|
|
2018
Q3 | $12K | Sell |
3
-2
| -40% | -$8K | ﹤0.01% | 1911 |
|
|
2018
Q2 | $14K | Buy |
5
+2
| +67% | +$5.6K | ﹤0.01% | 1886 |
|
|
2018
Q1 | $14K | Buy |
+3
| New | +$14K | ﹤0.01% | 1870 |
|