Creative Planning’s Eldorado Gold EGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,934
| Closed | -$31K | – | 1989 |
|
|
2018
Q3 | $31K | Sell |
6,934
-226,794
| -97% | -$1.12M | ﹤0.01% | 1914 |
|
|
2018
Q2 | $1.16M | Sell |
233,728
-1,300
| -0.6% | -$6.68K | ﹤0.01% | 672 |
|
|
2018
Q1 | $987K | Buy |
235,028
+61,389
| +35% | +$360K | ﹤0.01% | 746 |
|
|
2017
Q4 | $1.24M | Buy |
173,639
+69,456
| +67% | +$516K | 0.01% | 619 |
|
|
2017
Q3 | $1.15M | Buy |
104,183
+29,404
| +39% | +$321K | 0.01% | 651 |
|
|
2017
Q2 | $987K | Buy |
74,779
+60,151
| +411% | +$980K | 0.01% | 700 |
|
|
2017
Q1 | $249K | Sell |
14,628
-429
| -3% | -$7.2K | ﹤0.01% | 1363 |
|
|
2016
Q4 | $242K | Sell |
15,057
-5,764
| -28% | -$90.6K | ﹤0.01% | 1304 |
|
|
2016
Q3 | $409K | Sell |
20,821
-139
| -0.7% | -$2.87K | ﹤0.01% | 1001 |
|
|
2016
Q2 | $472K | Buy |
20,960
+700
| +3% | +$14.5K | ﹤0.01% | 805 |
|
|
2016
Q1 | $320K | Buy |
20,260
+125
| +0.6% | +$1.81K | ﹤0.01% | 954 |
|
|
2015
Q4 | $299K | Sell |
20,135
-1,182
| -6% | -$19.9K | ﹤0.01% | 990 |
|
|
2015
Q3 | $343K | Sell |
21,317
-6,347
| -23% | -$106K | ﹤0.01% | 905 |
|
|
2015
Q2 | $573K | Buy |
27,664
+7,442
| +37% | +$175K | 0.01% | 623 |
|
|
2015
Q1 | $464K | Buy |
20,222
+17,551
| +657% | +$481K | ﹤0.01% | 771 |
|
|
2014
Q4 | $81K | Buy |
2,671
+1,181
| +79% | +$38.3K | ﹤0.01% | 1666 |
|
|
2014
Q3 | $50K | Buy |
1,490
+237
| +19% | +$9.09K | ﹤0.01% | 1920 |
|
|
2014
Q2 | $48K | Buy |
1,253
+3
| +0.2% | +$92 | ﹤0.01% | 1902 |
|
|
2014
Q1 | $35K | Sell |
1,250
-14
| -1% | -$457 | ﹤0.01% | 2026 |
|
|
2013
Q4 | $36K | Buy |
1,264
+1,000
| +379% | +$30.6K | ﹤0.01% | 1811 |
|
|
2013
Q3 | $9K | Sell |
264
-73,492
| -100% | -$2.79M | ﹤0.01% | 2497 |
|
|
2013
Q2 | $2.28M | Buy |
+73,756
| New | +$2.72M | 0.05% | 120 |
|
Other funds holding EGO
IIM
DSC
RL
USAA
