Creative Planning’s West Corporation WSTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $201K | Hold |
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|
2017
Q2 | $200K | Sell |
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|
2017
Q1 | $283K | Buy |
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|
2016
Q4 | $25K | Hold |
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|
2016
Q3 | $22K | Hold |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $23K | Hold |
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|
2015
Q4 | $22K | Hold |
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|
2015
Q3 | $22K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $17K | Buy |
|