Creative Planning’s Starz - Series A STRZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,122
| Closed | -$316K | – | 4817 |
|
|
2016
Q3 | $316K | Sell |
10,122
-137
| -1% | -$4.28K | ﹤0.01% | 1148 |
|
|
2016
Q2 | $307K | Sell |
10,259
-210
| -2% | -$6.28K | ﹤0.01% | 1027 |
|
|
2016
Q1 | $276K | Sell |
10,469
-483
| -4% | -$12.7K | ﹤0.01% | 1035 |
|
|
2015
Q4 | $367K | Sell |
10,952
-45
| -0.4% | -$1.51K | ﹤0.01% | 893 |
|
|
2015
Q3 | $411K | Sell |
10,997
-919
| -8% | -$34.3K | ﹤0.01% | 818 |
|
|
2015
Q2 | $533K | Buy |
11,916
+1,377
| +13% | +$61.6K | ﹤0.01% | 644 |
|
|
2015
Q1 | $363K | Sell |
10,539
-530
| -5% | -$18.3K | ﹤0.01% | 887 |
|
|
2014
Q4 | $329K | Buy |
11,069
+496
| +5% | +$14.7K | ﹤0.01% | 893 |
|
|
2014
Q3 | $350K | Buy |
10,573
+495
| +5% | +$16.4K | ﹤0.01% | 799 |
|
|
2014
Q2 | $300K | Sell |
10,078
-6
| -0.1% | -$179 | ﹤0.01% | 841 |
|
|
2014
Q1 | $326K | Buy |
10,084
+617
| +7% | +$19.9K | ﹤0.01% | 783 |
|
|
2013
Q4 | $277K | Buy |
9,467
+7,477
| +376% | +$219K | ﹤0.01% | 713 |
|
|
2013
Q3 | $56K | Buy |
1,990
+813
| +69% | +$22.9K | ﹤0.01% | 1447 |
|
|
2013
Q2 | $26K | Buy |
+1,177
| New | +$26K | ﹤0.01% | 1780 |
|