Creative Planning’s WW International WW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-500
| Closed | -$3K | – | 2457 |
|
|
2022
Q2 | $3K | Buy |
+500
| New | +$4.21K | ﹤0.01% | 2247 |
|
|
2019
Q2 | – | Sell |
-14,361
| Closed | -$289K | – | 2135 |
|
|
2019
Q1 | $289K | Buy |
+14,361
| New | +$397K | ﹤0.01% | 1346 |
|
|
2017
Q3 | – | Sell |
-2,600
| Closed | -$87K | – | 3737 |
|
|
2017
Q2 | $87K | Buy |
2,600
+1,002
| +63% | +$24.2K | ﹤0.01% | 2081 |
|
|
2017
Q1 | $25K | Sell |
1,598
-1,540
| -49% | -$21.2K | ﹤0.01% | 2978 |
|
|
2016
Q4 | $36K | Buy |
3,138
+1,100
| +54% | +$11.8K | ﹤0.01% | 2661 |
|
|
2016
Q3 | $21K | Hold |
2,038
| – | – | ﹤0.01% | 3040 |
|
|
2016
Q2 | $24K | Sell |
2,038
-1,000
| -33% | -$13.8K | ﹤0.01% | 2673 |
|
|
2016
Q1 | $44K | Buy |
3,038
+500
| +20% | +$6.8K | ﹤0.01% | 2198 |
|
|
2015
Q4 | $58K | Buy |
2,538
+1,538
| +154% | +$29K | ﹤0.01% | 2001 |
|
|
2015
Q3 | $6K | Buy |
+1,000
| New | +$5.34K | ﹤0.01% | 3541 |
|
|
2015
Q2 | – | Sell |
-1,100
| Closed | -$8K | – | 3043 |
|
|
2015
Q1 | $8K | Buy |
1,100
+1,000
| +1,000% | +$14.8K | ﹤0.01% | 3337 |
|
|
2014
Q4 | $2K | Sell |
100
-418
| -81% | -$11.2K | ﹤0.01% | 3861 |
|
|
2014
Q3 | $14K | Buy |
518
+18
| +4% | +$411 | ﹤0.01% | 2758 |
|
|
2014
Q2 | $10K | Buy |
+500
| New | +$10.7K | ﹤0.01% | 2886 |
|
|
2014
Q1 | – | Sell |
-1,600
| Closed | -$53K | – | 3774 |
|
|
2013
Q4 | $53K | Buy |
1,600
+600
| +60% | +$20.9K | ﹤0.01% | 1571 |
|
|
2013
Q3 | $37K | Buy |
1,000
+491
| +96% | +$19.8K | ﹤0.01% | 1711 |
|
|
2013
Q2 | $23K | Buy |
+509
| New | +$22.2K | ﹤0.01% | 1850 |
|
Other funds holding WW
AG
LC
