Creative Planning’s TOP Ships TOPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17
| Closed | -$14K | – | 2016 |
|
|
2020
Q2 | $14K | Buy |
17
+12
| +240% | +$9.88K | ﹤0.01% | 1792 |
|
|
2020
Q1 | $7K | Buy |
+5
| New | +$7K | ﹤0.01% | 1717 |
|
|
2019
Q3 | – | Hold |
0
| – | -$6K | – | 1946 |
|
|
2019
Q2 | – | Hold |
0
| – | -$12K | – | 1882 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1826 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 3457 |
|
|
2017
Q2 | – | Hold |
0
| – | -$1K | – | 4658 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 4376 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 4501 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 4341 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 4371 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 4419 |
|