Creative Planning’s Resource Capital Corp. RSO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-13,572
| Closed | -$129K | – | 2033 |
|
2018
Q1 | $129K | Sell |
13,572
-31,250
| -70% | -$297K | ﹤0.01% | 1689 |
|
2017
Q4 | $420K | Sell |
44,822
-2,625
| -6% | -$24.6K | ﹤0.01% | 1164 |
|
2017
Q3 | $511K | Sell |
47,447
-1,193
| -2% | -$12.8K | ﹤0.01% | 1043 |
|
2017
Q2 | $495K | Sell |
48,640
-210
| -0.4% | -$2.14K | ﹤0.01% | 1005 |
|
2017
Q1 | $477K | Buy |
48,850
+2,625
| +6% | +$25.6K | ﹤0.01% | 1007 |
|
2016
Q4 | $385K | Sell |
46,225
-1,543
| -3% | -$12.9K | ﹤0.01% | 1048 |
|
2016
Q3 | $612K | Sell |
47,768
-10,000
| -17% | -$128K | ﹤0.01% | 789 |
|
2016
Q2 | $743K | Sell |
57,768
-1,296
| -2% | -$16.7K | 0.01% | 608 |
|
2016
Q1 | $664K | Buy |
59,064
+75
| +0.1% | +$843 | 0.01% | 639 |
|
2015
Q4 | $753K | Sell |
58,989
-1,092
| -2% | -$13.9K | 0.01% | 595 |
|
2015
Q3 | $671K | Buy |
60,081
+1,794
| +3% | +$20K | 0.01% | 622 |
|
2015
Q2 | $902K | Buy |
58,287
+400
| +0.7% | +$6.19K | 0.01% | 498 |
|
2015
Q1 | $1.05M | Sell |
57,887
-288
| -0.5% | -$5.23K | 0.01% | 440 |
|
2014
Q4 | $1.17M | Buy |
58,175
+14,242
| +32% | +$287K | 0.01% | 402 |
|
2014
Q3 | $856K | Buy |
43,933
+1,315
| +3% | +$25.6K | 0.01% | 452 |
|
2014
Q2 | $960K | Sell |
42,618
-5,728
| -12% | -$129K | 0.01% | 398 |
|
2014
Q1 | $1.08M | Buy |
48,346
+19,438
| +67% | +$433K | 0.02% | 348 |
|
2013
Q4 | $686K | Buy |
28,908
+23,919
| +479% | +$568K | 0.01% | 425 |
|
2013
Q3 | $119K | Buy |
4,989
+3,089
| +163% | +$73.7K | ﹤0.01% | 1018 |
|
2013
Q2 | $47K | Buy |
+1,900
| New | +$47K | ﹤0.01% | 1424 |
|