Creative Planning’s Seritage Growth Properties SRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,270
| Closed | -$53K | – | 3377 |
|
|
2017
Q2 | $53K | Buy |
1,270
+1,100
| +647% | +$45.9K | ﹤0.01% | 2455 |
|
|
2017
Q1 | $7K | Sell |
170
-200
| -54% | -$8.24K | ﹤0.01% | 3756 |
|
|
2016
Q4 | $16K | Buy |
370
+262
| +243% | +$11.3K | ﹤0.01% | 3191 |
|
|
2016
Q3 | $5K | Sell |
108
-1,892
| -95% | -$87.6K | ﹤0.01% | 3803 |
|
|
2016
Q2 | $100K | Buy |
+2,000
| New | +$100K | ﹤0.01% | 1674 |
|