Creative Planning’s XUEDA EDUCATION GROUP ADS REPTG 2 ORD SHS XUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,774
| Closed | -$42K | – | 4792 |
|
|
2016
Q1 | $42K | Buy |
7,774
+6,974
| +872% | +$37.4K | ﹤0.01% | 2227 |
|
|
2015
Q4 | $4K | Buy |
800
+500
| +167% | +$2.67K | ﹤0.01% | 3868 |
|
|
2015
Q3 | $2K | Buy |
+300
| New | +$1.38K | ﹤0.01% | 4054 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$1K | – | 4265 |
|
|
2015
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 4179 |
|
|
2014
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 4117 |
|
|
2014
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 3971 |
|
|
2014
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 3738 |
|
|
2014
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 3465 |
|
|
2013
Q4 | $2K | Buy |
+300
| New | +$1.57K | ﹤0.01% | 3184 |
|