Creative Planning’s TSR Inc. New TSRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$5K | – | 4630 |
|
|
2017
Q2 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 3993 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | – | – | 4726 |
|
|
2015
Q3 | $0 | Buy |
+100
| New | – | ﹤0.01% | 4344 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | – | – | 4130 |
|
|
2015
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 4514 |
|
|
2014
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 4444 |
|
|
2014
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 4215 |
|
|
2014
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 4051 |
|
|
2014
Q1 | $0 | Buy |
+100
| New | – | ﹤0.01% | 3858 |
|