Creative Planning’s Scully Royalty SRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,382
| Closed | -$39K | – | 3378 |
|
|
2017
Q2 | $39K | Buy |
4,382
+2,600
| +146% | +$23.1K | ﹤0.01% | 2696 |
|
|
2017
Q1 | $16K | Hold |
1,782
| – | – | ﹤0.01% | 3254 |
|
|
2016
Q4 | $17K | Buy |
1,782
+12
| +0.7% | +$114 | ﹤0.01% | 3144 |
|
|
2016
Q3 | $18K | Hold |
1,770
| – | – | ﹤0.01% | 3095 |
|
|
2016
Q2 | $19K | Buy |
1,770
+161
| +10% | +$1.73K | ﹤0.01% | 2814 |
|
|
2016
Q1 | $16K | Hold |
1,609
| – | – | ﹤0.01% | 2906 |
|
|
2015
Q4 | $16K | Hold |
1,609
| – | – | ﹤0.01% | 2960 |
|
|
2015
Q3 | $23K | Buy |
+1,609
| New | +$23K | ﹤0.01% | 2610 |
|
|
2015
Q2 | – | Sell |
-1,809
| Closed | -$37K | – | 2638 |
|
|
2015
Q1 | $37K | Buy |
1,809
+200
| +12% | +$4.09K | ﹤0.01% | 2220 |
|
|
2014
Q4 | $57K | Sell |
1,609
-30
| -2% | -$1.06K | ﹤0.01% | 1905 |
|
|
2014
Q3 | $58K | Sell |
1,639
-50
| -3% | -$1.77K | ﹤0.01% | 1807 |
|
|
2014
Q2 | $65K | Buy |
1,689
+80
| +5% | +$3.08K | ﹤0.01% | 1686 |
|
|
2014
Q1 | $64K | Hold |
1,609
| – | – | ﹤0.01% | 1649 |
|
|
2013
Q4 | $64K | Hold |
1,609
| – | – | ﹤0.01% | 1444 |
|
|
2013
Q3 | $68K | Hold |
1,609
| – | – | ﹤0.01% | 1342 |
|
|
2013
Q2 | $65K | Buy |
+1,609
| New | +$65K | ﹤0.01% | 1234 |
|