Creative Planning’s Pluri PLUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-63
| Closed | -$6K | – | 3132 |
|
|
2017
Q2 | $6K | Sell |
63
-25
| -28% | -$2.38K | ﹤0.01% | 3863 |
|
|
2017
Q1 | $9K | Buy |
88
+25
| +40% | +$2.56K | ﹤0.01% | 3615 |
|
|
2016
Q4 | $7K | Hold |
63
| – | – | ﹤0.01% | 3711 |
|
|
2016
Q3 | $8K | Hold |
63
| – | – | ﹤0.01% | 3586 |
|
|
2016
Q2 | $7K | Sell |
63
-25
| -28% | -$2.78K | ﹤0.01% | 3414 |
|
|
2016
Q1 | $11K | Sell |
88
-125
| -59% | -$15.6K | ﹤0.01% | 3141 |
|
|
2015
Q4 | $19K | Buy |
+213
| New | +$19K | ﹤0.01% | 2852 |
|
|
2015
Q3 | – | Sell |
-250
| Closed | -$50K | – | 4217 |
|
|
2015
Q2 | $50K | Hold |
250
| – | – | ﹤0.01% | 1012 |
|
|
2015
Q1 | $56K | Sell |
250
-10
| -4% | -$2.24K | ﹤0.01% | 1936 |
|
|
2014
Q4 | $52K | Hold |
260
| – | – | ﹤0.01% | 1967 |
|
|
2014
Q3 | $59K | Buy |
+260
| New | +$59K | ﹤0.01% | 1798 |
|
|
2013
Q4 | – | Sell |
-4
| Closed | -$1K | – | 3432 |
|
|
2013
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 3107 |
|