Creative Planning’s Alexco Resource Corp. AXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17,247
| Closed | -$43K | – | 2432 |
|
|
2021
Q1 | $43K | Buy |
17,247
+847
| +5% | +$2.11K | ﹤0.01% | 2271 |
|
|
2020
Q4 | $52K | Buy |
16,400
+2,255
| +16% | +$7.15K | ﹤0.01% | 2024 |
|
|
2020
Q3 | $37K | Sell |
14,145
-5,055
| -26% | -$13.2K | ﹤0.01% | 1875 |
|
|
2020
Q2 | $43K | Sell |
19,200
-2,000
| -9% | -$4.48K | ﹤0.01% | 1734 |
|
|
2020
Q1 | $26K | Sell |
21,200
-1,813
| -8% | -$2.22K | ﹤0.01% | 1664 |
|
|
2019
Q4 | $53K | Hold |
23,013
| – | – | ﹤0.01% | 1795 |
|
|
2019
Q3 | $40K | Buy |
23,013
+1,500
| +7% | +$2.61K | ﹤0.01% | 1785 |
|
|
2019
Q2 | $25K | Hold |
21,513
| – | – | ﹤0.01% | 1836 |
|
|
2019
Q1 | $26K | Hold |
21,513
| – | – | ﹤0.01% | 1792 |
|
|
2018
Q4 | $20K | Hold |
21,513
| – | – | ﹤0.01% | 1748 |
|
|
2018
Q3 | $22K | Sell |
21,513
-1,500
| -7% | -$1.53K | ﹤0.01% | 1886 |
|
|
2018
Q2 | $31K | Buy |
23,013
+3,813
| +20% | +$5.14K | ﹤0.01% | 1847 |
|
|
2018
Q1 | $26K | Sell |
19,200
-1,314
| -6% | -$1.78K | ﹤0.01% | 1837 |
|
|
2017
Q4 | $33K | Buy |
20,514
+914
| +5% | +$1.47K | ﹤0.01% | 1816 |
|
|
2017
Q3 | $28K | Hold |
19,600
| – | – | ﹤0.01% | 1805 |
|
|
2017
Q2 | $26K | Hold |
19,600
| – | – | ﹤0.01% | 2978 |
|
|
2017
Q1 | $30K | Hold |
19,600
| – | – | ﹤0.01% | 2821 |
|
|
2016
Q4 | $26K | Buy |
19,600
+2,900
| +17% | +$3.85K | ﹤0.01% | 2870 |
|
|
2016
Q3 | $30K | Buy |
16,700
+15,200
| +1,013% | +$27.3K | ﹤0.01% | 2724 |
|
|
2016
Q2 | $2K | Hold |
1,500
| – | – | ﹤0.01% | 3966 |
|
|
2016
Q1 | $1K | Hold |
1,500
| – | – | ﹤0.01% | 4089 |
|
|
2015
Q4 | $1K | Hold |
1,500
| – | – | ﹤0.01% | 4149 |
|
|
2015
Q3 | $1K | Buy |
+1,500
| New | +$1K | ﹤0.01% | 4075 |
|
|
2015
Q2 | – | Sell |
-1,500
| Closed | -$1K | – | 3155 |
|
|
2015
Q1 | $1K | Sell |
1,500
-1,500
| -50% | -$1K | ﹤0.01% | 3960 |
|
|
2014
Q4 | $2K | Sell |
3,000
-11,290
| -79% | -$7.53K | ﹤0.01% | 3768 |
|
|
2014
Q3 | $10K | Buy |
14,290
+12,500
| +698% | +$8.75K | ﹤0.01% | 2916 |
|
|
2014
Q2 | $2K | Hold |
1,790
| – | – | ﹤0.01% | 3445 |
|
|
2014
Q1 | $3K | Hold |
1,790
| – | – | ﹤0.01% | 3205 |
|
|
2013
Q4 | $2K | Buy |
+1,790
| New | +$2K | ﹤0.01% | 3129 |
|