Creative Planning’s Washington Prime Group Inc. WPG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-1,399
| Closed | -$105K | – | 2028 |
|
2017
Q3 | $105K | Sell |
1,399
-20
| -1% | -$1.5K | ﹤0.01% | 1697 |
|
2017
Q2 | $107K | Buy |
1,419
+301
| +27% | +$22.7K | ﹤0.01% | 1933 |
|
2017
Q1 | $87K | Buy |
1,118
+414
| +59% | +$32.2K | ﹤0.01% | 2036 |
|
2016
Q4 | $66K | Sell |
704
-25
| -3% | -$2.34K | ﹤0.01% | 2160 |
|
2016
Q3 | $81K | Sell |
729
-293
| -29% | -$32.6K | ﹤0.01% | 1976 |
|
2016
Q2 | $103K | Buy |
1,022
+822
| +411% | +$82.8K | ﹤0.01% | 1654 |
|
2016
Q1 | $17K | Sell |
200
-11
| -5% | -$935 | ﹤0.01% | 2874 |
|
2015
Q4 | $20K | Sell |
211
-86
| -29% | -$8.15K | ﹤0.01% | 2833 |
|
2015
Q3 | $31K | Buy |
+297
| New | +$31K | ﹤0.01% | 2398 |
|
2015
Q2 | – | Sell |
-218
| Closed | -$33K | – | 3678 |
|
2015
Q1 | $33K | Buy |
+218
| New | +$33K | ﹤0.01% | 2297 |
|
2014
Q4 | – | Sell |
-252
| Closed | -$40K | – | 4302 |
|
2014
Q3 | $40K | Buy |
252
+40
| +19% | +$6.35K | ﹤0.01% | 2066 |
|
2014
Q2 | $36K | Buy |
+212
| New | +$36K | ﹤0.01% | 2092 |
|