Creative Planning’s XUEDA EDUCATION GROUP ADS REPTG 2 ORD SHS XUE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-7,774
| Closed | -$42K | – | 4599 |
|
2016
Q1 | $42K | Buy |
7,774
+6,974
| +872% | +$37.7K | ﹤0.01% | 2213 |
|
2015
Q4 | $4K | Buy |
800
+500
| +167% | +$2.5K | ﹤0.01% | 3789 |
|
2015
Q3 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 3968 |
|
2015
Q2 | – | Sell |
-300
| Closed | -$1K | – | 4094 |
|
2015
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 4030 |
|
2014
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 3976 |
|
2014
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 3827 |
|
2014
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 3611 |
|
2014
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 3365 |
|
2013
Q4 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 3184 |
|