Creative Planning’s DXP Enterprises DXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-400
| Closed | -$14K | – | 2300 |
|
|
2017
Q2 | $14K | Sell |
400
-120
| -23% | -$4.2K | ﹤0.01% | 3367 |
|
|
2017
Q1 | $20K | Buy |
520
+120
| +30% | +$4.62K | ﹤0.01% | 3095 |
|
|
2016
Q4 | $14K | Hold |
400
| – | – | ﹤0.01% | 3262 |
|
|
2016
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 3389 |
|
|
2016
Q2 | $6K | Hold |
400
| – | – | ﹤0.01% | 3466 |
|
|
2016
Q1 | $7K | Sell |
400
-26
| -6% | -$455 | ﹤0.01% | 3350 |
|
|
2015
Q4 | $10K | Hold |
426
| – | – | ﹤0.01% | 3243 |
|
|
2015
Q3 | $12K | Buy |
+426
| New | +$12K | ﹤0.01% | 3039 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$22K | – | 1524 |
|
|
2015
Q1 | $22K | Sell |
500
-200
| -29% | -$8.8K | ﹤0.01% | 2618 |
|
|
2014
Q4 | $35K | Sell |
700
-213
| -23% | -$10.7K | ﹤0.01% | 2210 |
|
|
2014
Q3 | $67K | Buy |
913
+300
| +49% | +$22K | ﹤0.01% | 1714 |
|
|
2014
Q2 | $46K | Buy |
613
+213
| +53% | +$16K | ﹤0.01% | 1902 |
|
|
2014
Q1 | $38K | Hold |
400
| – | – | ﹤0.01% | 1961 |
|
|
2013
Q4 | $46K | Sell |
400
-600
| -60% | -$69K | ﹤0.01% | 1658 |
|
|
2013
Q3 | $79K | Buy |
1,000
+600
| +150% | +$47.4K | ﹤0.01% | 1258 |
|
|
2013
Q2 | $27K | Buy |
+400
| New | +$27K | ﹤0.01% | 1739 |
|