Creative Planning’s ISHARES TR RETAIL REAL ESTATE CAPPED ETF RTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,000
| Closed | -$77K | – | 4397 |
|
|
2014
Q3 | $77K | Hold |
2,000
| – | – | ﹤0.01% | 1638 |
|
|
2014
Q2 | $79K | Hold |
2,000
| – | – | ﹤0.01% | 1569 |
|
|
2014
Q1 | $75K | Hold |
2,000
| – | – | ﹤0.01% | 1565 |
|
|
2013
Q4 | $70K | Hold |
2,000
| – | – | ﹤0.01% | 1406 |
|
|
2013
Q3 | $69K | Hold |
2,000
| – | – | ﹤0.01% | 1339 |
|
|
2013
Q2 | $73K | Buy |
+2,000
| New | +$73K | ﹤0.01% | 1166 |
|