Creative Planning’s EP Energy Corporation EPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-20,602
| Closed | -$75K | – | 4186 |
|
|
2017
Q2 | $75K | Buy |
20,602
+2,602
| +14% | +$9.47K | ﹤0.01% | 2184 |
|
|
2017
Q1 | $86K | Hold |
18,000
| – | – | ﹤0.01% | 2045 |
|
|
2016
Q4 | $118K | Hold |
18,000
| – | – | ﹤0.01% | 1744 |
|
|
2016
Q3 | $79K | Hold |
18,000
| – | – | ﹤0.01% | 1999 |
|
|
2016
Q2 | $93K | Buy |
18,000
+15,000
| +500% | +$77.5K | ﹤0.01% | 1714 |
|
|
2016
Q1 | $14K | Hold |
3,000
| – | – | ﹤0.01% | 2998 |
|
|
2015
Q4 | $13K | Sell |
3,000
-800
| -21% | -$3.47K | ﹤0.01% | 3112 |
|
|
2015
Q3 | $20K | Buy |
+3,800
| New | +$20K | ﹤0.01% | 2723 |
|