Creative Planning’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-22
| Closed | – | – | 4510 |
|
|
2016
Q2 | $0 | Sell |
22
-1,386
| -98% | – | ﹤0.01% | 4349 |
|
|
2016
Q1 | $29K | Sell |
1,408
-1,000
| -42% | -$20.6K | ﹤0.01% | 2477 |
|
|
2015
Q4 | $46K | Buy |
2,408
+1,022
| +74% | +$19.5K | ﹤0.01% | 2161 |
|
|
2015
Q3 | $25K | Buy |
+1,386
| New | +$25K | ﹤0.01% | 2549 |
|
|
2015
Q2 | – | Sell |
-1,386
| Closed | -$26K | – | 2773 |
|
|
2015
Q1 | $26K | Buy |
+1,386
| New | +$26K | ﹤0.01% | 2503 |
|