Creative Planning’s Gas Natural Inc. EGAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-75
| Closed | -$1K | – | 4840 |
|
|
2017
Q1 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 4448 |
|
|
2016
Q2 | – | Sell |
-300
| Closed | -$2K | – | 4466 |
|
|
2016
Q1 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 3954 |
|
|
2015
Q4 | – | Sell |
-300
| Closed | -$3K | – | 4568 |
|
|
2015
Q3 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 3818 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$5K | – | 3569 |
|
|
2015
Q1 | $5K | Sell |
500
-1,015
| -67% | -$10.2K | ﹤0.01% | 3508 |
|
|
2014
Q4 | $17K | Buy |
1,515
+1,415
| +1,415% | +$15.9K | ﹤0.01% | 2761 |
|
|
2014
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 3785 |
|
|
2014
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 3579 |
|
|
2014
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3450 |
|
|
2013
Q4 | – | Sell |
-1,000
| Closed | -$10K | – | 3575 |
|
|
2013
Q3 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 2488 |
|
|
2013
Q2 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 2296 |
|