Creative Planning’s Alon USA Energy Inc ALJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-882
| Closed | -$12K | – | 4558 |
|
|
2017
Q2 | $12K | Hold |
882
| – | – | ﹤0.01% | 3549 |
|
|
2017
Q1 | $11K | Hold |
882
| – | – | ﹤0.01% | 3569 |
|
|
2016
Q4 | $10K | Sell |
882
-500
| -36% | -$4.69K | ﹤0.01% | 3583 |
|
|
2016
Q3 | $11K | Hold |
1,382
| – | – | ﹤0.01% | 3484 |
|
|
2016
Q2 | $9K | Hold |
1,382
| – | – | ﹤0.01% | 3357 |
|
|
2016
Q1 | $14K | Hold |
1,382
| – | – | ﹤0.01% | 3026 |
|
|
2015
Q4 | $21K | Buy |
1,382
+500
| +57% | +$8.37K | ﹤0.01% | 2830 |
|
|
2015
Q3 | $16K | Buy |
+882
| New | +$16.7K | ﹤0.01% | 2925 |
|
|
2015
Q2 | – | Sell |
-880
| Closed | -$15K | – | 3741 |
|
|
2015
Q1 | $15K | Hold |
880
| – | – | ﹤0.01% | 2951 |
|
|
2014
Q4 | $11K | Hold |
880
| – | – | ﹤0.01% | 3092 |
|
|
2014
Q3 | $13K | Hold |
880
| – | – | ﹤0.01% | 2816 |
|
|
2014
Q2 | $11K | Hold |
880
| – | – | ﹤0.01% | 2844 |
|
|
2014
Q1 | $13K | Hold |
880
| – | – | ﹤0.01% | 2650 |
|
|
2013
Q4 | $15K | Buy |
+880
| New | +$11.1K | ﹤0.01% | 2370 |
|
|
2013
Q3 | – | Sell |
-450
| Closed | -$7K | – | 3450 |
|
|
2013
Q2 | $7K | Buy |
+450
| New | +$7.63K | ﹤0.01% | 2440 |
|