Creative Planning’s XRS CORP COM STK (MN) XRSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,100
| Closed | -$6K | – | 4390 |
|
|
2014
Q3 | $6K | Hold |
1,100
| – | – | ﹤0.01% | 3198 |
|
|
2014
Q2 | $3K | Hold |
1,100
| – | – | ﹤0.01% | 3369 |
|
|
2014
Q1 | $3K | Hold |
1,100
| – | – | ﹤0.01% | 3237 |
|
|
2013
Q4 | $3K | Hold |
1,100
| – | – | ﹤0.01% | 3063 |
|
|
2013
Q3 | $3K | Hold |
1,100
| – | – | ﹤0.01% | 2948 |
|
|
2013
Q2 | $3K | Buy |
+1,100
| New | +$3K | ﹤0.01% | 2781 |
|