Creative Planning’s Clayton Williams Energy, Inc. CWEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10
| Closed | -$1K | – | 4875 |
|
|
2017
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 4452 |
|
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$171K | – | 4761 |
|
|
2016
Q3 | $171K | Buy |
+2,000
| New | +$171K | ﹤0.01% | 1488 |
|
|
2016
Q2 | – | Sell |
-400
| Closed | -$4K | – | 4478 |
|
|
2016
Q1 | $4K | Buy |
400
+350
| +700% | +$3.5K | ﹤0.01% | 3694 |
|
|
2015
Q4 | $1K | Sell |
50
-40
| -44% | -$800 | ﹤0.01% | 4195 |
|
|
2015
Q3 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 3822 |
|
|
2015
Q2 | – | Sell |
-90
| Closed | -$5K | – | 3603 |
|
|
2015
Q1 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 3511 |
|