Creative Planning’s Walter Investment Mgt Corp WAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,332
| Closed | -$1K | – | 4355 |
|
|
2017
Q2 | $1K | Sell |
1,332
-201
| -13% | -$151 | ﹤0.01% | 4446 |
|
|
2017
Q1 | $2K | Hold |
1,533
| – | – | ﹤0.01% | 4285 |
|
|
2016
Q4 | $7K | Hold |
1,533
| – | – | ﹤0.01% | 3736 |
|
|
2016
Q3 | $6K | Buy |
1,533
+199
| +15% | +$779 | ﹤0.01% | 3758 |
|
|
2016
Q2 | $4K | Hold |
1,334
| – | – | ﹤0.01% | 3733 |
|
|
2016
Q1 | $10K | Buy |
1,334
+2
| +0.2% | +$15 | ﹤0.01% | 3226 |
|
|
2015
Q4 | $19K | Sell |
1,332
-2
| -0.1% | -$29 | ﹤0.01% | 2866 |
|
|
2015
Q3 | $22K | Buy |
+1,334
| New | +$22K | ﹤0.01% | 2646 |
|
|
2015
Q2 | – | Sell |
-1,332
| Closed | -$22K | – | 3524 |
|
|
2015
Q1 | $22K | Sell |
1,332
-95
| -7% | -$1.57K | ﹤0.01% | 2635 |
|
|
2014
Q4 | $24K | Buy |
1,427
+201
| +16% | +$3.38K | ﹤0.01% | 2513 |
|
|
2014
Q3 | $27K | Hold |
1,226
| – | – | ﹤0.01% | 2319 |
|
|
2014
Q2 | $37K | Hold |
1,226
| – | – | ﹤0.01% | 2073 |
|
|
2014
Q1 | $37K | Sell |
1,226
-584
| -32% | -$17.6K | ﹤0.01% | 1984 |
|
|
2013
Q4 | $64K | Sell |
1,810
-9
| -0.5% | -$318 | ﹤0.01% | 1447 |
|
|
2013
Q3 | $72K | Hold |
1,819
| – | – | ﹤0.01% | 1314 |
|
|
2013
Q2 | $62K | Buy |
+1,819
| New | +$62K | ﹤0.01% | 1266 |
|