Creative Planning’s ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) AHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-889
| Closed | -$28K | – | 4470 |
|
|
2014
Q4 | $28K | Sell |
889
-261
| -23% | -$8.22K | ﹤0.01% | 2400 |
|
|
2014
Q3 | $51K | Buy |
1,150
+193
| +20% | +$8.56K | ﹤0.01% | 1898 |
|
|
2014
Q2 | $43K | Sell |
957
-200
| -17% | -$8.99K | ﹤0.01% | 1950 |
|
|
2014
Q1 | $50K | Hold |
1,157
| – | – | ﹤0.01% | 1796 |
|
|
2013
Q4 | $54K | Hold |
1,157
| – | – | ﹤0.01% | 1566 |
|
|
2013
Q3 | $63K | Sell |
1,157
-287
| -20% | -$15.6K | ﹤0.01% | 1387 |
|
|
2013
Q2 | $71K | Buy |
+1,444
| New | +$71K | ﹤0.01% | 1186 |
|