Creative Planning’s ASPEN Insurance Holding Limited AHL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-902
| Closed | -$45K | – | 4213 |
|
|
2017
Q2 | $45K | Sell |
902
-222
| -20% | -$11.1K | ﹤0.01% | 2585 |
|
|
2017
Q1 | $59K | Hold |
1,124
| – | – | ﹤0.01% | 2341 |
|
|
2016
Q4 | $62K | Sell |
1,124
-40
| -3% | -$2.21K | ﹤0.01% | 2203 |
|
|
2016
Q3 | $54K | Buy |
1,164
+101
| +10% | +$4.69K | ﹤0.01% | 2288 |
|
|
2016
Q2 | $49K | Hold |
1,063
| – | – | ﹤0.01% | 2139 |
|
|
2016
Q1 | $51K | Hold |
1,063
| – | – | ﹤0.01% | 2086 |
|
|
2015
Q4 | $51K | Hold |
1,063
| – | – | ﹤0.01% | 2087 |
|
|
2015
Q3 | $49K | Buy |
+1,063
| New | +$49K | ﹤0.01% | 2051 |
|
|
2015
Q2 | – | Sell |
-535
| Closed | -$25K | – | 3414 |
|
|
2015
Q1 | $25K | Sell |
535
-149
| -22% | -$6.96K | ﹤0.01% | 2547 |
|
|
2014
Q4 | $30K | Hold |
684
| – | – | ﹤0.01% | 2342 |
|
|
2014
Q3 | $29K | Hold |
684
| – | – | ﹤0.01% | 2263 |
|
|
2014
Q2 | $31K | Hold |
684
| – | – | ﹤0.01% | 2183 |
|
|
2014
Q1 | $27K | Sell |
684
-146
| -18% | -$5.76K | ﹤0.01% | 2188 |
|
|
2013
Q4 | $34K | Buy |
830
+149
| +22% | +$6.1K | ﹤0.01% | 1870 |
|
|
2013
Q3 | $25K | Hold |
681
| – | – | ﹤0.01% | 1978 |
|
|
2013
Q2 | $25K | Buy |
+681
| New | +$25K | ﹤0.01% | 1806 |
|