Creative Planning’s Alon U S A Energy Inc ALJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-882
| Closed | -$12K | – | 4433 |
|
|
2017
Q2 | $12K | Hold |
882
| – | – | ﹤0.01% | 3507 |
|
|
2017
Q1 | $11K | Hold |
882
| – | – | ﹤0.01% | 3526 |
|
|
2016
Q4 | $10K | Sell |
882
-500
| -36% | -$5.67K | ﹤0.01% | 3526 |
|
|
2016
Q3 | $11K | Hold |
1,382
| – | – | ﹤0.01% | 3425 |
|
|
2016
Q2 | $9K | Hold |
1,382
| – | – | ﹤0.01% | 3304 |
|
|
2016
Q1 | $14K | Hold |
1,382
| – | – | ﹤0.01% | 3001 |
|
|
2015
Q4 | $21K | Buy |
1,382
+500
| +57% | +$7.6K | ﹤0.01% | 2796 |
|
|
2015
Q3 | $16K | Buy |
+882
| New | +$16K | ﹤0.01% | 2901 |
|
|
2015
Q2 | – | Sell |
-880
| Closed | -$15K | – | 3583 |
|
|
2015
Q1 | $15K | Hold |
880
| – | – | ﹤0.01% | 2917 |
|
|
2014
Q4 | $11K | Hold |
880
| – | – | ﹤0.01% | 3049 |
|
|
2014
Q3 | $13K | Hold |
880
| – | – | ﹤0.01% | 2780 |
|
|
2014
Q2 | $11K | Hold |
880
| – | – | ﹤0.01% | 2785 |
|
|
2014
Q1 | $13K | Hold |
880
| – | – | ﹤0.01% | 2610 |
|
|
2013
Q4 | $15K | Buy |
+880
| New | +$15K | ﹤0.01% | 2370 |
|
|
2013
Q3 | – | Sell |
-450
| Closed | -$7K | – | 3450 |
|
|
2013
Q2 | $7K | Buy |
+450
| New | +$7K | ﹤0.01% | 2440 |
|