Creative Planning’s EV Energy Partners, L.P. EVEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-25,275
| Closed | -$5K | – | 2034 |
|
|
2018
Q1 | $5K | Buy |
25,275
+800
| +3% | +$158 | ﹤0.01% | 1895 |
|
|
2017
Q4 | $12K | Sell |
24,475
-40
| -0.2% | -$20 | ﹤0.01% | 1862 |
|
|
2017
Q3 | $16K | Sell |
24,515
-45,524
| -65% | -$29.7K | ﹤0.01% | 1828 |
|
|
2017
Q2 | $44K | Buy |
70,039
+44,324
| +172% | +$27.8K | ﹤0.01% | 2601 |
|
|
2017
Q1 | $38K | Sell |
25,715
-10,135
| -28% | -$15K | ﹤0.01% | 2655 |
|
|
2016
Q4 | $75K | Buy |
35,850
+5,688
| +19% | +$11.9K | ﹤0.01% | 2047 |
|
|
2016
Q3 | $72K | Buy |
30,162
+312
| +1% | +$745 | ﹤0.01% | 2075 |
|
|
2016
Q2 | $68K | Sell |
29,850
-3,940
| -12% | -$8.98K | ﹤0.01% | 1927 |
|
|
2016
Q1 | $66K | Buy |
33,790
+4,612
| +16% | +$9.01K | ﹤0.01% | 1897 |
|
|
2015
Q4 | $82K | Buy |
29,178
+11,292
| +63% | +$31.7K | ﹤0.01% | 1742 |
|
|
2015
Q3 | $107K | Buy |
17,886
+839
| +5% | +$5.02K | ﹤0.01% | 1555 |
|
|
2015
Q2 | $195K | Sell |
17,047
-7,827
| -31% | -$89.5K | ﹤0.01% | 867 |
|
|
2015
Q1 | $332K | Buy |
24,874
+19,310
| +347% | +$258K | ﹤0.01% | 939 |
|
|
2014
Q4 | $107K | Buy |
5,564
+1,099
| +25% | +$21.1K | ﹤0.01% | 1514 |
|
|
2014
Q3 | $158K | Buy |
4,465
+6
| +0.1% | +$212 | ﹤0.01% | 1196 |
|
|
2014
Q2 | $177K | Hold |
4,459
| – | – | ﹤0.01% | 1094 |
|
|
2014
Q1 | $149K | Buy |
4,459
+50
| +1% | +$1.67K | ﹤0.01% | 1149 |
|
|
2013
Q4 | $150K | Buy |
4,409
+1,059
| +32% | +$36K | ﹤0.01% | 992 |
|
|
2013
Q3 | $124K | Buy |
3,350
+227
| +7% | +$8.4K | ﹤0.01% | 987 |
|
|
2013
Q2 | $117K | Buy |
+3,123
| New | +$117K | ﹤0.01% | 904 |
|