Creative Planning’s Empire District Electric EDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-9,814
| Closed | -$335K | – | 4940 |
|
|
2016
Q4 | $335K | Buy |
9,814
+1,632
| +20% | +$55.7K | ﹤0.01% | 1132 |
|
|
2016
Q3 | $279K | Buy |
8,182
+31
| +0.4% | +$1.06K | ﹤0.01% | 1212 |
|
|
2016
Q2 | $277K | Buy |
8,151
+169
| +2% | +$5.74K | ﹤0.01% | 1088 |
|
|
2016
Q1 | $264K | Buy |
7,982
+206
| +3% | +$6.81K | ﹤0.01% | 1074 |
|
|
2015
Q4 | $218K | Buy |
7,776
+37
| +0.5% | +$1.04K | ﹤0.01% | 1142 |
|
|
2015
Q3 | $171K | Buy |
+7,739
| New | +$171K | ﹤0.01% | 1274 |
|
|
2015
Q2 | – | Sell |
-4,423
| Closed | -$110K | – | 4077 |
|
|
2015
Q1 | $110K | Buy |
4,423
+301
| +7% | +$7.49K | ﹤0.01% | 1521 |
|
|
2014
Q4 | $123K | Buy |
4,122
+421
| +11% | +$12.6K | ﹤0.01% | 1426 |
|
|
2014
Q3 | $89K | Hold |
3,701
| – | – | ﹤0.01% | 1545 |
|
|
2014
Q2 | $95K | Sell |
3,701
-1,088
| -23% | -$27.9K | ﹤0.01% | 1461 |
|
|
2014
Q1 | $116K | Sell |
4,789
-2,011
| -30% | -$48.7K | ﹤0.01% | 1308 |
|
|
2013
Q4 | $154K | Sell |
6,800
-1,463
| -18% | -$33.1K | ﹤0.01% | 982 |
|
|
2013
Q3 | $179K | Buy |
8,263
+2,147
| +35% | +$46.5K | ﹤0.01% | 814 |
|
|
2013
Q2 | $136K | Buy |
+6,116
| New | +$136K | ﹤0.01% | 832 |
|