Creative Planning’s Trc Companies TRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-20,697
| Closed | -$219K | – | 4850 |
|
|
2016
Q4 | $219K | Buy |
20,697
+270
| +1% | +$2.86K | ﹤0.01% | 1362 |
|
|
2016
Q3 | $177K | Hold |
20,427
| – | – | ﹤0.01% | 1460 |
|
|
2016
Q2 | $129K | Hold |
20,427
| – | – | ﹤0.01% | 1506 |
|
|
2016
Q1 | $148K | Sell |
20,427
-5,644
| -22% | -$40.9K | ﹤0.01% | 1383 |
|
|
2015
Q4 | $241K | Sell |
26,071
-667
| -2% | -$6.17K | ﹤0.01% | 1091 |
|
|
2015
Q3 | $316K | Buy |
+26,738
| New | +$316K | ﹤0.01% | 940 |
|