Creative Planning’s Starwood Waypoint Homes SFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-140
| Closed | -$5K | – | 4424 |
|
|
2017
Q2 | $5K | Sell |
140
-10
| -7% | -$357 | ﹤0.01% | 3982 |
|
|
2017
Q1 | $5K | Buy |
150
+10
| +7% | +$333 | ﹤0.01% | 3946 |
|
|
2016
Q4 | $4K | Hold |
140
| – | – | ﹤0.01% | 4016 |
|
|
2016
Q3 | $4K | Sell |
140
-930
| -87% | -$26.6K | ﹤0.01% | 3937 |
|
|
2016
Q2 | $33K | Buy |
1,070
+659
| +160% | +$20.3K | ﹤0.01% | 2414 |
|
|
2016
Q1 | $10K | Buy |
+411
| New | +$10K | ﹤0.01% | 3229 |
|
|
2015
Q4 | – | Sell |
-411
| Closed | -$10K | – | 4570 |
|
|
2015
Q3 | $10K | Buy |
+411
| New | +$10K | ﹤0.01% | 3202 |
|
|
2015
Q2 | – | Sell |
-380
| Closed | -$10K | – | 3573 |
|
|
2015
Q1 | $10K | Sell |
380
-613
| -62% | -$16.1K | ﹤0.01% | 3175 |
|
|
2014
Q4 | $26K | Buy |
993
+232
| +30% | +$6.08K | ﹤0.01% | 2457 |
|
|
2014
Q3 | $20K | Buy |
761
+8
| +1% | +$210 | ﹤0.01% | 2530 |
|
|
2014
Q2 | $20K | Hold |
753
| – | – | ﹤0.01% | 2467 |
|
|
2014
Q1 | $22K | Buy |
+753
| New | +$22K | ﹤0.01% | 2294 |
|