Creative Planning’s EQUAL ENERGY LTD COM EQU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-509,050
| Closed | -$2.76M | – | 4164 |
|
|
2014
Q2 | $2.76M | Sell |
509,050
-65,749
| -11% | -$356K | 0.04% | 183 |
|
|
2014
Q1 | $2.63M | Sell |
574,799
-24,100
| -4% | -$110K | 0.04% | 162 |
|
|
2013
Q4 | $3.2M | Buy |
598,899
+597,399
| +39,827% | +$3.19M | 0.05% | 131 |
|
|
2013
Q3 | $7K | Buy |
+1,500
| New | +$7K | ﹤0.01% | 2637 |
|