Creative Planning’s POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO XLIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-476
| Closed | -$27K | – | 4611 |
|
|
2017
Q2 | $27K | Buy |
476
+151
| +46% | +$8.57K | ﹤0.01% | 2952 |
|
|
2017
Q1 | $18K | Buy |
325
+180
| +124% | +$9.97K | ﹤0.01% | 3175 |
|
|
2016
Q4 | $8K | Hold |
145
| – | – | ﹤0.01% | 3669 |
|
|
2016
Q3 | $7K | Hold |
145
| – | – | ﹤0.01% | 3695 |
|
|
2016
Q2 | $7K | Sell |
145
-31
| -18% | -$1.5K | ﹤0.01% | 3441 |
|
|
2016
Q1 | $8K | Hold |
176
| – | – | ﹤0.01% | 3339 |
|
|
2015
Q4 | $8K | Buy |
176
+145
| +468% | +$6.59K | ﹤0.01% | 3422 |
|
|
2015
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 4160 |
|
|
2015
Q2 | – | Sell |
-156
| Closed | -$7K | – | 4106 |
|
|
2015
Q1 | $7K | Buy |
156
+125
| +403% | +$5.61K | ﹤0.01% | 3383 |
|
|
2014
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 3978 |
|
|
2014
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 3829 |
|