Creative Planning
TDV

Creative Planning’s DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF TDV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-374
Closed -$11K 3893
2015
Q1
$11K Buy
+374
New +$11K ﹤0.01% 3124
2014
Q4
Sell
-3,230
Closed -$95K 4346
2014
Q3
$95K Buy
+3,230
New +$95K ﹤0.01% 1504
2014
Q2
Sell
-796
Closed -$23K 3962
2014
Q1
$23K Buy
+796
New +$23K ﹤0.01% 2273
2013
Q4
Sell
-1
Closed 3620
2013
Q3
$0 Hold
1
﹤0.01% 3477
2013
Q2
$0 Buy
+1
New ﹤0.01% 3177