Creative Planning’s AMERICAN MUNI INCM PTFL INC XAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-400
| Closed | -$6K | – | 4403 |
|
|
2014
Q3 | $6K | Hold |
400
| – | – | ﹤0.01% | 3200 |
|
|
2014
Q2 | $6K | Sell |
400
-275
| -41% | -$4.13K | ﹤0.01% | 3098 |
|
|
2014
Q1 | $10K | Buy |
675
+275
| +69% | +$4.07K | ﹤0.01% | 2732 |
|
|
2013
Q4 | $5K | Sell |
400
-1,300
| -76% | -$16.3K | ﹤0.01% | 2881 |
|
|
2013
Q3 | $24K | Buy |
1,700
+400
| +31% | +$5.65K | ﹤0.01% | 2005 |
|
|
2013
Q2 | $19K | Buy |
+1,300
| New | +$19K | ﹤0.01% | 1979 |
|