Creative Planning’s ISHARES TARGET DATE 2020 ETF TZG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,551
| Closed | -$62K | – | 4399 |
|
|
2014
Q3 | $62K | Buy |
1,551
+11
| +0.7% | +$440 | ﹤0.01% | 1771 |
|
|
2014
Q2 | $63K | Buy |
1,540
+5
| +0.3% | +$205 | ﹤0.01% | 1714 |
|
|
2014
Q1 | $61K | Buy |
1,535
+8
| +0.5% | +$318 | ﹤0.01% | 1680 |
|
|
2013
Q4 | $60K | Buy |
1,527
+6
| +0.4% | +$236 | ﹤0.01% | 1488 |
|
|
2013
Q3 | $58K | Sell |
1,521
-2,490
| -62% | -$95K | ﹤0.01% | 1433 |
|
|
2013
Q2 | $147K | Buy |
+4,011
| New | +$147K | ﹤0.01% | 785 |
|