Creative Planning’s EXELIS INC COM STK XLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-7,563
| Closed | -$184K | – | 4055 |
|
|
2015
Q1 | $184K | Buy |
7,563
+673
| +10% | +$14.4K | ﹤0.01% | 1239 |
|
|
2014
Q4 | $121K | Sell |
6,890
-2,742
| -28% | -$47.3K | ﹤0.01% | 1448 |
|
|
2014
Q3 | $159K | Sell |
9,632
-6,271
| -39% | -$102K | ﹤0.01% | 1193 |
|
|
2014
Q2 | $252K | Buy |
15,903
+10,305
| +184% | +$170K | ﹤0.01% | 924 |
|
|
2014
Q1 | $99K | Sell |
5,598
-15
| -0.3% | -$277 | ﹤0.01% | 1407 |
|
|
2013
Q4 | $100K | Sell |
5,613
-16
| -0.3% | -$255 | ﹤0.01% | 1199 |
|
|
2013
Q3 | $83K | Buy |
5,629
+246
| +5% | +$3.44K | ﹤0.01% | 1228 |
|
|
2013
Q2 | $69K | Buy |
+5,383
| New | +$59.2K | ﹤0.01% | 1203 |
|