Creative Planning’s CBAK Energy Technology CBAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,000
| Closed | -$12.5K | – | 3576 |
|
|
2024
Q3 | $12.5K | Buy |
+10,000
| New | +$12.5K | ﹤0.01% | 3164 |
|
|
2021
Q1 | – | Sell |
-96,363
| Closed | -$488K | – | 2344 |
|
|
2020
Q4 | $488K | Buy |
+96,363
| New | +$488K | ﹤0.01% | 1307 |
|
|
2017
Q3 | – | Sell |
-900
| Closed | -$1K | – | 2115 |
|
|
2017
Q2 | $1K | Hold |
900
| – | – | ﹤0.01% | 4310 |
|
|
2017
Q1 | $1K | Hold |
900
| – | – | ﹤0.01% | 4311 |
|
|
2016
Q4 | $1K | Sell |
900
-100
| -10% | -$111 | ﹤0.01% | 4269 |
|
|
2016
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 4082 |
|
|
2016
Q2 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3771 |
|
|
2016
Q1 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3852 |
|
|
2015
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3808 |
|
|
2015
Q3 | $2K | Buy |
+1,000
| New | +$2K | ﹤0.01% | 3850 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$4K | – | 1329 |
|
|
2015
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 3543 |
|
|
2014
Q4 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3704 |
|
|
2014
Q3 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3423 |
|
|
2014
Q2 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3389 |
|
|
2014
Q1 | $3K | Buy |
+1,000
| New | +$3K | ﹤0.01% | 3165 |
|