Creative Planning’s SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD STH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-799
| Closed | -$25K | – | 4651 |
|
|
2017
Q2 | $25K | Buy |
799
+249
| +45% | +$7.79K | ﹤0.01% | 3012 |
|
|
2017
Q1 | $17K | Hold |
550
| – | – | ﹤0.01% | 3228 |
|
|
2016
Q4 | $16K | Hold |
550
| – | – | ﹤0.01% | 3214 |
|
|
2016
Q3 | $15K | Hold |
550
| – | – | ﹤0.01% | 3224 |
|
|
2016
Q2 | $14K | Hold |
550
| – | – | ﹤0.01% | 3021 |
|
|
2016
Q1 | $13K | Hold |
550
| – | – | ﹤0.01% | 3062 |
|
|
2015
Q4 | $14K | Hold |
550
| – | – | ﹤0.01% | 3056 |
|
|
2015
Q3 | $14K | Buy |
+550
| New | +$14K | ﹤0.01% | 2991 |
|
|
2015
Q2 | – | Sell |
-550
| Closed | -$15K | – | 4155 |
|
|
2015
Q1 | $15K | Hold |
550
| – | – | ﹤0.01% | 2927 |
|
|
2014
Q4 | $15K | Hold |
550
| – | – | ﹤0.01% | 2852 |
|
|
2014
Q3 | $14K | Hold |
550
| – | – | ﹤0.01% | 2742 |
|
|
2014
Q2 | $15K | Buy |
+550
| New | +$15K | ﹤0.01% | 2640 |
|