Creative Planning’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,410
| Closed | -$5K | – | 4869 |
|
|
2016
Q3 | $5K | Hold |
1,410
| – | – | ﹤0.01% | 3845 |
|
|
2016
Q2 | $5K | Buy |
1,410
+410
| +41% | +$1.45K | ﹤0.01% | 3640 |
|
|
2016
Q1 | $3K | Sell |
1,000
-2,000
| -67% | -$6K | ﹤0.01% | 3827 |
|
|
2015
Q4 | $33K | Buy |
3,000
+2,000
| +200% | +$22K | ﹤0.01% | 2438 |
|
|
2015
Q3 | $18K | Buy |
+1,000
| New | +$18K | ﹤0.01% | 2809 |
|