Creative Planning’s Cloud Peak Energy Inc CLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-235,634
| Closed | -$822K | – | 2035 |
|
|
2018
Q2 | $822K | Sell |
235,634
-72,000
| -23% | -$251K | ﹤0.01% | 844 |
|
|
2018
Q1 | $895K | Sell |
307,634
-101,404
| -25% | -$295K | ﹤0.01% | 788 |
|
|
2017
Q4 | $1.82M | Sell |
409,038
-25,000
| -6% | -$111K | 0.01% | 486 |
|
|
2017
Q3 | $1.59M | Sell |
434,038
-137,600
| -24% | -$504K | 0.01% | 532 |
|
|
2017
Q2 | $2.02M | Buy |
571,638
+32,075
| +6% | +$113K | 0.01% | 433 |
|
|
2017
Q1 | $2.47M | Buy |
539,563
+181,050
| +51% | +$829K | 0.01% | 360 |
|
|
2016
Q4 | $2.01M | Buy |
358,513
+176,134
| +97% | +$988K | 0.01% | 402 |
|
|
2016
Q3 | $992K | Sell |
182,379
-601,034
| -77% | -$3.27M | 0.01% | 594 |
|
|
2016
Q2 | $1.61M | Buy |
783,413
+610,011
| +352% | +$1.26M | 0.01% | 390 |
|
|
2016
Q1 | $338K | Buy |
173,402
+172,002
| +12,286% | +$335K | ﹤0.01% | 927 |
|
|
2015
Q4 | $3K | Sell |
1,400
-1,685
| -55% | -$3.61K | ﹤0.01% | 3871 |
|
|
2015
Q3 | $8K | Buy |
+3,085
| New | +$8K | ﹤0.01% | 3348 |
|
|
2015
Q2 | – | Sell |
-1,800
| Closed | -$10K | – | 3405 |
|
|
2015
Q1 | $10K | Buy |
1,800
+500
| +38% | +$2.78K | ﹤0.01% | 3169 |
|
|
2014
Q4 | $12K | Buy |
1,300
+100
| +8% | +$923 | ﹤0.01% | 2994 |
|
|
2014
Q3 | $15K | Hold |
1,200
| – | – | ﹤0.01% | 2689 |
|
|
2014
Q2 | $22K | Sell |
1,200
-1,000
| -45% | -$18.3K | ﹤0.01% | 2405 |
|
|
2014
Q1 | $47K | Sell |
2,200
-94
| -4% | -$2.01K | ﹤0.01% | 1837 |
|
|
2013
Q4 | $41K | Hold |
2,294
| – | – | ﹤0.01% | 1749 |
|
|
2013
Q3 | $34K | Hold |
2,294
| – | – | ﹤0.01% | 1762 |
|
|
2013
Q2 | $38K | Buy |
+2,294
| New | +$38K | ﹤0.01% | 1536 |
|