Creative Planning’s iShares International Developed Property ETF WPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-269
| Closed | -$10K | – | 3737 |
|
|
2017
Q2 | $10K | Hold |
269
| – | – | ﹤0.01% | 3594 |
|
|
2017
Q1 | $10K | Sell |
269
-132
| -33% | -$4.91K | ﹤0.01% | 3566 |
|
|
2016
Q4 | $13K | Sell |
401
-293
| -42% | -$9.5K | ﹤0.01% | 3335 |
|
|
2016
Q3 | $26K | Buy |
694
+552
| +389% | +$20.7K | ﹤0.01% | 2849 |
|
|
2016
Q2 | $5K | Sell |
142
-1
| -0.7% | -$35 | ﹤0.01% | 3601 |
|
|
2016
Q1 | $5K | Buy |
143
+12
| +9% | +$420 | ﹤0.01% | 3567 |
|
|
2015
Q4 | $5K | Sell |
131
-150
| -53% | -$5.73K | ﹤0.01% | 3644 |
|
|
2015
Q3 | $10K | Buy |
+281
| New | +$10K | ﹤0.01% | 3190 |
|
|
2015
Q2 | – | Sell |
-554
| Closed | -$21K | – | 3010 |
|
|
2015
Q1 | $21K | Sell |
554
-686
| -55% | -$26K | ﹤0.01% | 2669 |
|
|
2014
Q4 | $45K | Buy |
1,240
+843
| +212% | +$30.6K | ﹤0.01% | 2063 |
|
|
2014
Q3 | $15K | Sell |
397
-338
| -46% | -$12.8K | ﹤0.01% | 2684 |
|
|
2014
Q2 | $29K | Buy |
735
+423
| +136% | +$16.7K | ﹤0.01% | 2233 |
|
|
2014
Q1 | $11K | Buy |
312
+196
| +169% | +$6.91K | ﹤0.01% | 2678 |
|
|
2013
Q4 | $4K | Sell |
116
-98
| -46% | -$3.38K | ﹤0.01% | 2937 |
|
|
2013
Q3 | $8K | Buy |
214
+128
| +149% | +$4.79K | ﹤0.01% | 2566 |
|
|
2013
Q2 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 2747 |
|