Creative Planning’s Scully Royalty SRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $39K | Buy |
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|
2017
Q1 | $16K | Hold |
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|
2016
Q4 | $17K | Buy |
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|
2016
Q3 | $18K | Hold |
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|
2016
Q2 | $19K | Buy |
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|
2016
Q1 | $16K | Hold |
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|
2015
Q4 | $16K | Hold |
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|
2015
Q3 | $23K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $37K | Buy |
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|
2014
Q4 | $57K | Sell |
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|
2014
Q3 | $58K | Sell |
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|
2014
Q2 | $65K | Buy |
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|
2014
Q1 | $64K | Hold |
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|
2013
Q4 | $64K | Hold |
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|
2013
Q3 | $68K | Hold |
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|
2013
Q2 | $65K | Buy |
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