Creative Planning’s POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT XLPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-400
| Closed | -$27K | – | 4610 |
|
|
2017
Q2 | $27K | Hold |
400
| – | – | ﹤0.01% | 2951 |
|
|
2017
Q1 | $28K | Hold |
400
| – | – | ﹤0.01% | 2872 |
|
|
2016
Q4 | $28K | Hold |
400
| – | – | ﹤0.01% | 2820 |
|
|
2016
Q3 | $26K | Hold |
400
| – | – | ﹤0.01% | 2857 |
|
|
2016
Q2 | $26K | Hold |
400
| – | – | ﹤0.01% | 2600 |
|
|
2016
Q1 | $24K | Hold |
400
| – | – | ﹤0.01% | 2625 |
|
|
2015
Q4 | $22K | Hold |
400
| – | – | ﹤0.01% | 2761 |
|
|
2015
Q3 | $22K | Buy |
+400
| New | +$22K | ﹤0.01% | 2659 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$22K | – | 4104 |
|
|
2015
Q1 | $22K | Hold |
400
| – | – | ﹤0.01% | 2646 |
|
|
2014
Q4 | $22K | Hold |
400
| – | – | ﹤0.01% | 2572 |
|
|
2014
Q3 | $20K | Hold |
400
| – | – | ﹤0.01% | 2537 |
|
|
2014
Q2 | $20K | Hold |
400
| – | – | ﹤0.01% | 2474 |
|
|
2014
Q1 | $20K | Buy |
+400
| New | +$20K | ﹤0.01% | 2368 |
|