Creative Planning’s FuelCell Energy FCEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,753
| Closed | -$20K | – | 3625 |
|
|
2024
Q3 | $20K | Buy |
1,753
+1
| +0.1% | +$15 | ﹤0.01% | 3151 |
|
|
2024
Q2 | $33.6K | Sell |
1,752
-1,224
| -41% | -$32.8K | ﹤0.01% | 2953 |
|
|
2024
Q1 | $106K | Buy |
2,976
+384
| +15% | +$14.2K | ﹤0.01% | 2696 |
|
|
2023
Q4 | $124K | Buy |
2,592
+2
| +0.1% | +$77 | ﹤0.01% | 2545 |
|
|
2023
Q3 | $99.5K | Buy |
2,590
+271
| +12% | +$14.1K | ﹤0.01% | 2398 |
|
|
2023
Q2 | $150K | Buy |
2,319
+90
| +4% | +$6.11K | ﹤0.01% | 2274 |
|
|
2023
Q1 | $191K | Sell |
2,229
-4
| -0.2% | -$394 | ﹤0.01% | 2145 |
|
|
2022
Q4 | $186K | Sell |
2,233
-15
| -0.7% | -$1.45K | ﹤0.01% | 2039 |
|
|
2022
Q3 | $230K | Sell |
2,248
-67
| -3% | -$8.02K | ﹤0.01% | 1819 |
|
|
2022
Q2 | $260K | Buy |
2,315
+416
| +22% | +$52.5K | ﹤0.01% | 1709 |
|
|
2022
Q1 | $329K | Buy |
1,899
+135
| +8% | +$21.4K | ﹤0.01% | 1567 |
|
|
2021
Q4 | $275K | Sell |
1,764
-25
| -1% | -$5.89K | ﹤0.01% | 1679 |
|
|
2021
Q3 | $359K | Buy |
1,789
+11
| +0.6% | +$2.19K | ﹤0.01% | 1488 |
|
|
2021
Q2 | $475K | Sell |
1,778
-293
| -14% | -$85.6K | ﹤0.01% | 1305 |
|
|
2021
Q1 | $895K | Sell |
2,071
-3,130
| -60% | -$1.68M | ﹤0.01% | 1087 |
|
|
2020
Q4 | $1.74M | Buy |
5,201
+3,274
| +170% | +$536K | ﹤0.01% | 725 |
|
|
2020
Q3 | $124K | Buy |
1,927
+260
| +16% | +$20.7K | ﹤0.01% | 1796 |
|
|
2020
Q2 | $113K | Buy |
1,667
+209
| +14% | +$12.9K | ﹤0.01% | 1639 |
|
|
2020
Q1 | $66K | Buy |
+1,458
| New | +$82.3K | ﹤0.01% | 1595 |
|
|
2019
Q2 | – | Sell |
-34
| Closed | -$3K | – | 2048 |
|
|
2019
Q1 | $3K | Buy |
34
+2
| +6% | +$345 | ﹤0.01% | 1926 |
|
|
2018
Q4 | $6K | Sell |
32
-1
| -3% | -$286 | ﹤0.01% | 1857 |
|
|
2018
Q3 | $13K | Buy |
33
+1
| +3% | +$432 | ﹤0.01% | 1974 |
|
|
2018
Q2 | $15K | Hold |
32
| – | – | ﹤0.01% | 1931 |
|
|
2018
Q1 | $20K | Hold |
32
| – | – | ﹤0.01% | 1886 |
|
|
2017
Q4 | $20K | Sell |
32
-3
| -9% | -$2.08K | ﹤0.01% | 1854 |
|
|
2017
Q3 | $22K | Sell |
35
-2
| -5% | -$1.08K | ﹤0.01% | 1830 |
|
|
2017
Q2 | $17K | Buy |
37
+24
| +185% | +$10.6K | ﹤0.01% | 3272 |
|
|
2017
Q1 | $6K | Sell |
13
-1
| -7% | -$564 | ﹤0.01% | 3860 |
|
|
2016
Q4 | $9K | Hold |
14
| – | – | ﹤0.01% | 3606 |
|
|
2016
Q3 | $27K | Hold |
14
| – | – | ﹤0.01% | 2830 |
|
|
2016
Q2 | $31K | Hold |
14
| – | – | ﹤0.01% | 2467 |
|
|
2016
Q1 | $34K | Buy |
14
+1
| +8% | +$2.09K | ﹤0.01% | 2367 |
|
|
2015
Q4 | $24K | Sell |
13
-2
| -13% | -$6.44K | ﹤0.01% | 2705 |
|
|
2015
Q3 | $49K | Buy |
+15
| New | +$54.5K | ﹤0.01% | 2053 |
|
|
2015
Q2 | – | Sell |
-3
| Closed | -$17K | – | 1714 |
|
|
2015
Q1 | $17K | Hold |
3
| – | – | ﹤0.01% | 2840 |
|
|
2014
Q4 | $20K | Hold |
3
| – | – | ﹤0.01% | 2651 |
|
|
2014
Q3 | $27K | Hold |
3
| – | – | ﹤0.01% | 2319 |
|
|
2014
Q2 | $31K | Hold |
3
| – | – | ﹤0.01% | 2194 |
|
|
2014
Q1 | $33K | Sell |
3
-1
| -25% | -$8.68K | ﹤0.01% | 2074 |
|
|
2013
Q4 | $22K | Buy |
+4
| New | +$24.2K | ﹤0.01% | 2125 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 2875 |
|
Other funds holding FCEL
