Creative Planning’s Energen EGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,748
| Closed | -$237K | – | 2003 |
|
|
2018
Q3 | $237K | Buy |
+2,748
| New | +$237K | ﹤0.01% | 1553 |
|
|
2017
Q3 | – | Sell |
-3,390
| Closed | -$167K | – | 4248 |
|
|
2017
Q2 | $167K | Buy |
3,390
+250
| +8% | +$12.3K | ﹤0.01% | 1619 |
|
|
2017
Q1 | $171K | Sell |
3,140
-160
| -5% | -$8.71K | ﹤0.01% | 1579 |
|
|
2016
Q4 | $190K | Sell |
3,300
-66
| -2% | -$3.8K | ﹤0.01% | 1428 |
|
|
2016
Q3 | $194K | Buy |
3,366
+51
| +2% | +$2.94K | ﹤0.01% | 1411 |
|
|
2016
Q2 | $160K | Buy |
3,315
+2,975
| +875% | +$144K | ﹤0.01% | 1373 |
|
|
2016
Q1 | $12K | Sell |
340
-35
| -9% | -$1.24K | ﹤0.01% | 3103 |
|
|
2015
Q4 | $15K | Hold |
375
| – | – | ﹤0.01% | 3014 |
|
|
2015
Q3 | $19K | Buy |
+375
| New | +$19K | ﹤0.01% | 2758 |
|
|
2015
Q2 | – | Sell |
-369
| Closed | -$24K | – | 3443 |
|
|
2015
Q1 | $24K | Buy |
369
+317
| +610% | +$20.6K | ﹤0.01% | 2577 |
|
|
2014
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 3666 |
|
|
2014
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 3366 |
|
|
2014
Q2 | $5K | Buy |
52
+7
| +16% | +$673 | ﹤0.01% | 3178 |
|
|
2014
Q1 | $4K | Sell |
45
-100
| -69% | -$8.89K | ﹤0.01% | 3137 |
|
|
2013
Q4 | $10K | Hold |
145
| – | – | ﹤0.01% | 2580 |
|
|
2013
Q3 | $11K | Buy |
145
+100
| +222% | +$7.59K | ﹤0.01% | 2430 |
|
|
2013
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 2877 |
|