Creative Planning’s ROYAL BANK OF SCOTLAND GP PLC (THE) ADR REPSTG PFD SHS SER Q RBS.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,700
| Closed | -$43K | – | 3867 |
|
|
2015
Q1 | $43K | Sell |
1,700
-1,060
| -38% | -$26.8K | ﹤0.01% | 2118 |
|
|
2014
Q4 | $70K | Buy |
2,760
+1,760
| +176% | +$44.6K | ﹤0.01% | 1765 |
|
|
2014
Q3 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 2377 |
|
|
2014
Q2 | $25K | Sell |
1,000
-475
| -32% | -$11.9K | ﹤0.01% | 2339 |
|
|
2014
Q1 | $35K | Hold |
1,475
| – | – | ﹤0.01% | 2026 |
|
|
2013
Q4 | $32K | Hold |
1,475
| – | – | ﹤0.01% | 1916 |
|
|
2013
Q3 | $32K | Hold |
1,475
| – | – | ﹤0.01% | 1814 |
|
|
2013
Q2 | $33K | Buy |
+1,475
| New | +$33K | ﹤0.01% | 1631 |
|