Creative Planning’s Five Oaks Investment Corp. OAKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-346
| Closed | -$2K | – | 4311 |
|
|
2017
Q2 | $2K | Hold |
346
| – | – | ﹤0.01% | 4282 |
|
|
2017
Q1 | $2K | Hold |
346
| – | – | ﹤0.01% | 4283 |
|
|
2016
Q4 | $2K | Buy |
346
+46
| +15% | +$266 | ﹤0.01% | 4234 |
|
|
2016
Q3 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 4171 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$5K | – | 4520 |
|
|
2015
Q4 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 3664 |
|