Creative Planning’s West Corporation WSTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-8,569
| Closed | -$201K | – | 2023 |
|
|
2017
Q3 | $201K | Hold |
8,569
| – | – | ﹤0.01% | 1590 |
|
|
2017
Q2 | $200K | Sell |
8,569
-3,000
| -26% | -$70K | ﹤0.01% | 1509 |
|
|
2017
Q1 | $283K | Buy |
11,569
+10,569
| +1,057% | +$259K | ﹤0.01% | 1294 |
|
|
2016
Q4 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 2912 |
|
|
2016
Q3 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 2984 |
|
|
2016
Q2 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 2790 |
|
|
2016
Q1 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 2650 |
|
|
2015
Q4 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 2755 |
|
|
2015
Q3 | $22K | Buy |
+1,000
| New | +$22K | ﹤0.01% | 2647 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$17K | – | 4339 |
|
|
2014
Q4 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 2760 |
|