Creative Planning’s El Paso Electric Company EE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,038
| Closed | -$54K | – | 4617 |
|
|
2017
Q2 | $54K | Buy |
1,038
+26
| +3% | +$1.35K | ﹤0.01% | 2446 |
|
|
2017
Q1 | $51K | Buy |
1,012
+512
| +102% | +$25.8K | ﹤0.01% | 2451 |
|
|
2016
Q4 | $23K | Hold |
500
| – | – | ﹤0.01% | 2966 |
|
|
2016
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 2957 |
|
|
2016
Q2 | $24K | Hold |
500
| – | – | ﹤0.01% | 2657 |
|
|
2016
Q1 | $23K | Hold |
500
| – | – | ﹤0.01% | 2661 |
|
|
2015
Q4 | $19K | Hold |
500
| – | – | ﹤0.01% | 2872 |
|
|
2015
Q3 | $18K | Buy |
+500
| New | +$18K | ﹤0.01% | 2811 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$19K | – | 4116 |
|
|
2015
Q1 | $19K | Hold |
500
| – | – | ﹤0.01% | 2760 |
|
|
2014
Q4 | $20K | Sell |
500
-304
| -38% | -$12.2K | ﹤0.01% | 2642 |
|
|
2014
Q3 | $29K | Buy |
804
+500
| +164% | +$18K | ﹤0.01% | 2268 |
|
|
2014
Q2 | $12K | Sell |
304
-4,000
| -93% | -$158K | ﹤0.01% | 2754 |
|
|
2014
Q1 | $154K | Hold |
4,304
| – | – | ﹤0.01% | 1134 |
|
|
2013
Q4 | $151K | Buy |
4,304
+4,000
| +1,316% | +$140K | ﹤0.01% | 988 |
|
|
2013
Q3 | $10K | Hold |
304
| – | – | ﹤0.01% | 2492 |
|
|
2013
Q2 | $11K | Buy |
+304
| New | +$11K | ﹤0.01% | 2265 |
|