Creative Planning’s Agrium AGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,108
| Closed | -$357K | – | 2194 |
|
|
2017
Q4 | $357K | Buy |
3,108
+437
| +16% | +$47.4K | ﹤0.01% | 1265 |
|
|
2017
Q3 | $286K | Sell |
2,671
-66
| -2% | -$6.59K | ﹤0.01% | 1358 |
|
|
2017
Q2 | $248K | Sell |
2,737
-9
| -0.3% | -$831 | ﹤0.01% | 1389 |
|
|
2017
Q1 | $262K | Buy |
2,746
+159
| +6% | +$16K | ﹤0.01% | 1342 |
|
|
2016
Q4 | $260K | Sell |
2,587
-783
| -23% | -$75.5K | ﹤0.01% | 1266 |
|
|
2016
Q3 | $306K | Sell |
3,370
-46
| -1% | -$4.23K | ﹤0.01% | 1168 |
|
|
2016
Q2 | $309K | Sell |
3,416
-9,983
| -75% | -$889K | ﹤0.01% | 1028 |
|
|
2016
Q1 | $1.18M | Buy |
13,399
+10,408
| +348% | +$899K | 0.01% | 451 |
|
|
2015
Q4 | $267K | Buy |
2,991
+478
| +19% | +$45.2K | ﹤0.01% | 1051 |
|
|
2015
Q3 | $225K | Buy |
+2,513
| New | +$254K | ﹤0.01% | 1133 |
|
|
2015
Q2 | – | Sell |
-3,186
| Closed | -$332K | – | 3690 |
|
|
2015
Q1 | $332K | Buy |
3,186
+65
| +2% | +$6.94K | ﹤0.01% | 944 |
|
|
2014
Q4 | $296K | Sell |
3,121
-200
| -6% | -$18.7K | ﹤0.01% | 943 |
|
|
2014
Q3 | $296K | Buy |
3,321
+2,146
| +183% | +$197K | ﹤0.01% | 869 |
|
|
2014
Q2 | $108K | Buy |
1,175
+224
| +24% | +$20.8K | ﹤0.01% | 1391 |
|
|
2014
Q1 | $93K | Sell |
951
-220
| -19% | -$20.1K | ﹤0.01% | 1446 |
|
|
2013
Q4 | $107K | Buy |
1,171
+207
| +21% | +$18.3K | ﹤0.01% | 1165 |
|
|
2013
Q3 | $81K | Buy |
964
+305
| +46% | +$26.7K | ﹤0.01% | 1250 |
|
|
2013
Q2 | $57K | Buy |
+659
| New | +$60.1K | ﹤0.01% | 1317 |
|