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