Creative Planning’s Almaden Minerals Ltd. AAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,500
| Closed | -$7K | – | 2383 |
|
|
2021
Q1 | $7K | Hold |
13,500
| – | – | ﹤0.01% | 2329 |
|
|
2020
Q4 | $6K | Buy |
+13,500
| New | +$6K | ﹤0.01% | 2103 |
|
|
2019
Q3 | – | Sell |
-15,550
| Closed | -$9K | – | 1962 |
|
|
2019
Q2 | $9K | Buy |
15,550
+550
| +4% | +$318 | ﹤0.01% | 1877 |
|
|
2019
Q1 | $9K | Hold |
15,000
| – | – | ﹤0.01% | 1835 |
|
|
2018
Q4 | $10K | Hold |
15,000
| – | – | ﹤0.01% | 1777 |
|
|
2018
Q3 | $10K | Sell |
15,000
-500
| -3% | -$333 | ﹤0.01% | 1919 |
|
|
2018
Q2 | $11K | Buy |
15,500
+5,500
| +55% | +$3.9K | ﹤0.01% | 1891 |
|
|
2018
Q1 | $8K | Buy |
+10,000
| New | +$8K | ﹤0.01% | 1889 |
|
|
2015
Q3 | – | Sell |
-36,000
| Closed | -$30K | – | 4248 |
|
|
2015
Q2 | $30K | Buy |
36,000
+500
| +1% | +$417 | ﹤0.01% | 1030 |
|
|
2015
Q1 | $32K | Buy |
35,500
+25,500
| +255% | +$23K | ﹤0.01% | 2324 |
|
|
2014
Q4 | $9K | Sell |
10,000
-200
| -2% | -$180 | ﹤0.01% | 3149 |
|
|
2014
Q3 | $14K | Buy |
+10,200
| New | +$14K | ﹤0.01% | 2725 |
|