Creative Planning’s CPFL Energia S.A. CPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,314
| Closed | -$53K | – | 4120 |
|
|
2017
Q2 | $53K | Hold |
3,314
| – | – | ﹤0.01% | 2459 |
|
|
2017
Q1 | $54K | Buy |
3,314
+47
| +1% | +$766 | ﹤0.01% | 2407 |
|
|
2016
Q4 | $50K | Hold |
3,267
| – | – | ﹤0.01% | 2382 |
|
|
2016
Q3 | $48K | Hold |
3,267
| – | – | ﹤0.01% | 2383 |
|
|
2016
Q2 | $42K | Sell |
3,267
-318
| -9% | -$4.09K | ﹤0.01% | 2260 |
|
|
2016
Q1 | $38K | Sell |
3,585
-4,230
| -54% | -$44.8K | ﹤0.01% | 2279 |
|
|
2015
Q4 | $57K | Sell |
7,815
-635
| -8% | -$4.63K | ﹤0.01% | 2000 |
|
|
2015
Q3 | $62K | Buy |
+8,450
| New | +$62K | ﹤0.01% | 1882 |
|
|
2015
Q2 | – | Sell |
-3,586
| Closed | -$43K | – | 3339 |
|
|
2015
Q1 | $43K | Hold |
3,586
| – | – | ﹤0.01% | 2111 |
|
|
2014
Q4 | $46K | Sell |
3,586
-328
| -8% | -$4.21K | ﹤0.01% | 2051 |
|
|
2014
Q3 | $58K | Sell |
3,914
-1,006
| -20% | -$14.9K | ﹤0.01% | 1811 |
|
|
2014
Q2 | $85K | Sell |
4,920
-783
| -14% | -$13.5K | ﹤0.01% | 1529 |
|
|
2014
Q1 | $88K | Hold |
5,703
| – | – | ﹤0.01% | 1480 |
|
|
2013
Q4 | $86K | Buy |
5,703
+848
| +17% | +$12.8K | ﹤0.01% | 1290 |
|
|
2013
Q3 | $79K | Buy |
4,855
+793
| +20% | +$12.9K | ﹤0.01% | 1265 |
|
|
2013
Q2 | $70K | Buy |
+4,062
| New | +$70K | ﹤0.01% | 1194 |
|