Creative Planning’s Approach Resources Inc. AREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,100
| Closed | -$4K | – | 4143 |
|
|
2017
Q2 | $4K | Hold |
1,100
| – | – | ﹤0.01% | 4061 |
|
|
2017
Q1 | $3K | Hold |
1,100
| – | – | ﹤0.01% | 4143 |
|
|
2016
Q4 | $4K | Hold |
1,100
| – | – | ﹤0.01% | 4007 |
|
|
2016
Q3 | $4K | Sell |
1,100
-100
| -8% | -$364 | ﹤0.01% | 3927 |
|
|
2016
Q2 | $3K | Hold |
1,200
| – | – | ﹤0.01% | 3845 |
|
|
2016
Q1 | $1K | Sell |
1,200
-100
| -8% | -$83 | ﹤0.01% | 4102 |
|
|
2015
Q4 | $2K | Buy |
1,300
+200
| +18% | +$308 | ﹤0.01% | 4000 |
|
|
2015
Q3 | $2K | Buy |
+1,100
| New | +$2K | ﹤0.01% | 3926 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$1K | – | 3358 |
|
|
2015
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 3966 |
|
|
2014
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3913 |
|