Creative Planning’s PCM Fund PCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $15K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $28K | Hold |
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|
2015
Q4 | $28K | Hold |
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|
2015
Q3 | $29K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $32K | Buy |
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|
2014
Q4 | $21K | Sell |
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|
2014
Q3 | $94K | Buy |
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|
2014
Q2 | $28K | Hold |
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|
2014
Q1 | $28K | Hold |
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|
2013
Q4 | $27K | Hold |
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|
2013
Q3 | $27K | Sell |
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|
2013
Q2 | $39K | Buy |
|