Creative Planning’s Post Properties PPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-278
| Closed | -$18K | – | 5058 |
|
|
2016
Q3 | $18K | Buy |
278
+43
| +18% | +$2.78K | ﹤0.01% | 3147 |
|
|
2016
Q2 | $14K | Sell |
235
-423
| -64% | -$25K | ﹤0.01% | 3052 |
|
|
2016
Q1 | $39K | Hold |
658
| – | – | ﹤0.01% | 2276 |
|
|
2015
Q4 | $39K | Buy |
658
+235
| +56% | +$13.9K | ﹤0.01% | 2332 |
|
|
2015
Q3 | $25K | Buy |
+423
| New | +$24.2K | ﹤0.01% | 2570 |
|
|
2015
Q2 | – | Sell |
-828
| Closed | -$47K | – | 3803 |
|
|
2015
Q1 | $47K | Buy |
828
+405
| +96% | +$23.8K | ﹤0.01% | 2077 |
|
|
2014
Q4 | $25K | Hold |
423
| – | – | ﹤0.01% | 2513 |
|
|
2014
Q3 | $22K | Hold |
423
| – | – | ﹤0.01% | 2498 |
|
|
2014
Q2 | $23K | Sell |
423
-231
| -35% | -$11.8K | ﹤0.01% | 2416 |
|
|
2014
Q1 | $32K | Buy |
+654
| New | +$31.2K | ﹤0.01% | 2107 |
|