Creative Planning’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $25K | Hold |
|
|||||
|
2017
Q1 | $24K | Sell |
|
|||||
|
2016
Q4 | $30K | Sell |
|
|||||
|
2016
Q3 | $129K | Hold |
|
|||||
|
2016
Q2 | $129K | Hold |
|
|||||
|
2016
Q1 | $125K | Sell |
|
|||||
|
2015
Q4 | $239K | Buy |
|
|||||
|
2015
Q3 | $203K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $220K | Sell |
|
|||||
|
2014
Q4 | $243K | Buy |
|