Creative Planning’s EnSync Inc ESNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-15,000
| Closed | -$6K | – | 2046 |
|
|
2018
Q1 | $6K | Hold |
15,000
| – | – | ﹤0.01% | 1894 |
|
|
2017
Q4 | $6K | Hold |
15,000
| – | – | ﹤0.01% | 1875 |
|
|
2017
Q3 | $8K | Buy |
+15,000
| New | +$8K | ﹤0.01% | 1849 |
|
|
2017
Q1 | – | Sell |
-10,000
| Closed | -$7K | – | 4920 |
|
|
2016
Q4 | $7K | Buy |
10,000
+4,000
| +67% | +$2.8K | ﹤0.01% | 3745 |
|
|
2016
Q3 | $6K | Buy |
6,000
+3,500
| +140% | +$3.5K | ﹤0.01% | 3767 |
|
|
2016
Q2 | $1K | Hold |
2,500
| – | – | ﹤0.01% | 4170 |
|
|
2016
Q1 | $1K | Hold |
2,500
| – | – | ﹤0.01% | 4157 |
|
|
2015
Q4 | $1K | Buy |
+2,500
| New | +$1K | ﹤0.01% | 4230 |
|
|
2015
Q2 | – | Sell |
-9,000
| Closed | -$5K | – | 4025 |
|
|
2015
Q1 | $5K | Buy |
9,000
+4,000
| +80% | +$2.22K | ﹤0.01% | 3530 |
|
|
2014
Q4 | $3K | Buy |
+5,000
| New | +$3K | ﹤0.01% | 3687 |
|