Creative Planning’s Bellatrix Exploration Ltd. BXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,238
| Closed | -$29K | – | 4846 |
|
|
2017
Q1 | $29K | Buy |
7,238
+780
| +12% | +$3.13K | ﹤0.01% | 2848 |
|
|
2016
Q4 | $30K | Hold |
6,458
| – | – | ﹤0.01% | 2775 |
|
|
2016
Q3 | $28K | Hold |
6,458
| – | – | ﹤0.01% | 2787 |
|
|
2016
Q2 | $32K | Hold |
6,458
| – | – | ﹤0.01% | 2435 |
|
|
2016
Q1 | $33K | Buy |
6,458
+887
| +16% | +$4.53K | ﹤0.01% | 2386 |
|
|
2015
Q4 | $34K | Buy |
5,571
+4,913
| +747% | +$30K | ﹤0.01% | 2413 |
|
|
2015
Q3 | $5K | Buy |
+658
| New | +$5K | ﹤0.01% | 3619 |
|
|
2015
Q2 | – | Sell |
-658
| Closed | -$8K | – | 3581 |
|
|
2015
Q1 | $8K | Hold |
658
| – | – | ﹤0.01% | 3306 |
|
|
2014
Q4 | $12K | Sell |
658
-100
| -13% | -$1.82K | ﹤0.01% | 3000 |
|
|
2014
Q3 | $23K | Hold |
758
| – | – | ﹤0.01% | 2442 |
|
|
2014
Q2 | $33K | Buy |
758
+220
| +41% | +$9.58K | ﹤0.01% | 2138 |
|
|
2014
Q1 | $23K | Hold |
538
| – | – | ﹤0.01% | 2270 |
|
|
2013
Q4 | $20K | Hold |
538
| – | – | ﹤0.01% | 2201 |
|
|
2013
Q3 | $20K | Buy |
+538
| New | +$20K | ﹤0.01% | 2117 |
|