Creative Planning’s Fuel Tech FTEK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-27,250
| Closed | -$32.2K | – | 2832 |
|
2023
Q3 | $32.2K | Sell |
27,250
-100
| -0.4% | -$118 | ﹤0.01% | 2518 |
|
2023
Q2 | $36.2K | Hold |
27,350
| – | – | ﹤0.01% | 2444 |
|
2023
Q1 | $35K | Hold |
27,350
| – | – | ﹤0.01% | 2354 |
|
2022
Q4 | $34.9K | Hold |
27,350
| – | – | ﹤0.01% | 2251 |
|
2022
Q3 | $32K | Buy |
27,350
+3,500
| +15% | +$4.1K | ﹤0.01% | 2124 |
|
2022
Q2 | $30K | Buy |
23,850
+100
| +0.4% | +$126 | ﹤0.01% | 2073 |
|
2022
Q1 | $34K | Buy |
+23,750
| New | +$34K | ﹤0.01% | 2077 |
|
2017
Q3 | – | Sell |
-2,200
| Closed | -$2K | – | 2487 |
|
2017
Q2 | $2K | Buy |
2,200
+2,000
| +1,000% | +$1.82K | ﹤0.01% | 4207 |
|
2017
Q1 | $0 | Hold |
200
| – | – | ﹤0.01% | 4554 |
|
2016
Q4 | $0 | Buy |
+200
| New | – | ﹤0.01% | 4481 |
|
2016
Q1 | – | Sell |
-600
| Closed | -$1K | – | 4258 |
|
2015
Q4 | $1K | Sell |
600
-100
| -14% | -$167 | ﹤0.01% | 4084 |
|
2015
Q3 | $1K | Buy |
+700
| New | +$1K | ﹤0.01% | 3998 |
|
2015
Q2 | – | Sell |
-1,312
| Closed | -$4K | – | 1701 |
|
2015
Q1 | $4K | Hold |
1,312
| – | – | ﹤0.01% | 3553 |
|
2014
Q4 | $5K | Buy |
1,312
+400
| +44% | +$1.52K | ﹤0.01% | 3418 |
|
2014
Q3 | $4K | Sell |
912
-800
| -47% | -$3.51K | ﹤0.01% | 3320 |
|
2014
Q2 | $10K | Buy |
1,712
+1,000
| +140% | +$5.84K | ﹤0.01% | 2805 |
|
2014
Q1 | $4K | Hold |
712
| – | – | ﹤0.01% | 3088 |
|
2013
Q4 | $5K | Hold |
712
| – | – | ﹤0.01% | 2833 |
|
2013
Q3 | $3K | Hold |
712
| – | – | ﹤0.01% | 2878 |
|
2013
Q2 | $3K | Buy |
+712
| New | +$3K | ﹤0.01% | 2707 |
|