Creative Planning’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-950
| Closed | -$2K | – | 4107 |
|
|
2017
Q2 | $2K | Sell |
950
-400
| -30% | -$842 | ﹤0.01% | 4267 |
|
|
2017
Q1 | $4K | Sell |
1,350
-5,600
| -81% | -$16.6K | ﹤0.01% | 4036 |
|
|
2016
Q4 | $16K | Buy |
6,950
+5,000
| +256% | +$11.5K | ﹤0.01% | 3201 |
|
|
2016
Q3 | $4K | Hold |
1,950
| – | – | ﹤0.01% | 3924 |
|
|
2016
Q2 | $4K | Buy |
1,950
+1,300
| +200% | +$2.67K | ﹤0.01% | 3723 |
|
|
2016
Q1 | $2K | Hold |
650
| – | – | ﹤0.01% | 3931 |
|
|
2015
Q4 | $2K | Sell |
650
-400
| -38% | -$1.23K | ﹤0.01% | 3995 |
|
|
2015
Q3 | $5K | Buy |
+1,050
| New | +$5K | ﹤0.01% | 3604 |
|
|
2015
Q2 | – | Sell |
-650
| Closed | -$4K | – | 3327 |
|
|
2015
Q1 | $4K | Buy |
+650
| New | +$4K | ﹤0.01% | 3603 |
|
|
2014
Q4 | – | Sell |
-787
| Closed | -$8K | – | 4243 |
|
|
2014
Q3 | $8K | Buy |
+787
| New | +$8K | ﹤0.01% | 3043 |
|
|
2014
Q1 | – | Sell |
-1,000
| Closed | -$11K | – | 3710 |
|
|
2013
Q4 | $11K | Sell |
1,000
-588
| -37% | -$6.47K | ﹤0.01% | 2536 |
|
|
2013
Q3 | $21K | Sell |
1,588
-2,212
| -58% | -$29.3K | ﹤0.01% | 2079 |
|
|
2013
Q2 | $59K | Buy |
+3,800
| New | +$59K | ﹤0.01% | 1300 |
|