Creative Planning’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-13,510
| Closed | -$368K | – | 4425 |
|
|
2014
Q4 | $368K | Sell |
13,510
-219
| -2% | -$5.97K | ﹤0.01% | 832 |
|
|
2014
Q3 | $501K | Buy |
13,729
+5,905
| +75% | +$215K | 0.01% | 652 |
|
|
2014
Q2 | $269K | Sell |
7,824
-494
| -6% | -$17K | ﹤0.01% | 887 |
|
|
2014
Q1 | $267K | Buy |
8,318
+1,130
| +16% | +$36.3K | ﹤0.01% | 869 |
|
|
2013
Q4 | $252K | Buy |
7,188
+16
| +0.2% | +$561 | ﹤0.01% | 759 |
|
|
2013
Q3 | $278K | Buy |
7,172
+15
| +0.2% | +$581 | 0.01% | 638 |
|
|
2013
Q2 | $273K | Buy |
+7,157
| New | +$273K | 0.01% | 584 |
|