Creative Planning’s Diana Shipping DSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,233
| Closed | -$46.9K | – | 3026 |
|
|
2024
Q1 | $46.9K | Buy |
+16,233
| New | +$46.9K | ﹤0.01% | 2770 |
|
|
2017
Q3 | – | Sell |
-3,147
| Closed | -$9K | – | 2295 |
|
|
2017
Q2 | $9K | Sell |
3,147
-3,432
| -52% | -$9.82K | ﹤0.01% | 3633 |
|
|
2017
Q1 | $21K | Sell |
6,579
-72
| -1% | -$230 | ﹤0.01% | 3062 |
|
|
2016
Q4 | $14K | Sell |
6,651
-8,010
| -55% | -$16.9K | ﹤0.01% | 3261 |
|
|
2016
Q3 | $27K | Sell |
14,661
-2,288
| -13% | -$4.21K | ﹤0.01% | 2801 |
|
|
2016
Q2 | $29K | Buy |
16,949
+8,582
| +103% | +$14.7K | ﹤0.01% | 2487 |
|
|
2016
Q1 | $16K | Sell |
8,367
-1,431
| -15% | -$2.74K | ﹤0.01% | 2888 |
|
|
2015
Q4 | $30K | Buy |
9,798
+4,419
| +82% | +$13.5K | ﹤0.01% | 2495 |
|
|
2015
Q3 | $24K | Buy |
+5,379
| New | +$24K | ﹤0.01% | 2563 |
|
|
2015
Q2 | – | Sell |
-6,926
| Closed | -$30K | – | 1512 |
|
|
2015
Q1 | $30K | Buy |
6,926
+1,145
| +20% | +$4.96K | ﹤0.01% | 2381 |
|
|
2014
Q4 | $27K | Sell |
5,781
-10,370
| -64% | -$48.4K | ﹤0.01% | 2410 |
|
|
2014
Q3 | $101K | Hold |
16,151
| – | – | ﹤0.01% | 1460 |
|
|
2014
Q2 | $123K | Sell |
16,151
-1,144
| -7% | -$8.71K | ﹤0.01% | 1298 |
|
|
2014
Q1 | $145K | Buy |
17,295
+715
| +4% | +$6K | ﹤0.01% | 1161 |
|
|
2013
Q4 | $154K | Buy |
16,580
+7,974
| +93% | +$74.1K | ﹤0.01% | 979 |
|
|
2013
Q3 | $73K | Buy |
8,606
+965
| +13% | +$8.19K | ﹤0.01% | 1306 |
|
|
2013
Q2 | $54K | Buy |
+7,641
| New | +$54K | ﹤0.01% | 1339 |
|