Creative Planning’s AGL RESOURCES INC (HOLDING CO) GAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-8,823
| Closed | -$582K | – | 4753 |
|
|
2016
Q2 | $582K | Buy |
8,823
+1,373
| +18% | +$90.6K | ﹤0.01% | 710 |
|
|
2016
Q1 | $485K | Sell |
7,450
-1,176
| -14% | -$76.6K | ﹤0.01% | 756 |
|
|
2015
Q4 | $550K | Sell |
8,626
-19
| -0.2% | -$1.21K | ﹤0.01% | 705 |
|
|
2015
Q3 | $528K | Buy |
+8,645
| New | +$528K | ﹤0.01% | 721 |
|
|
2015
Q2 | – | Sell |
-8,768
| Closed | -$435K | – | 4113 |
|
|
2015
Q1 | $435K | Buy |
8,768
+2,130
| +32% | +$106K | ﹤0.01% | 798 |
|
|
2014
Q4 | $362K | Buy |
6,638
+282
| +4% | +$15.4K | ﹤0.01% | 840 |
|
|
2014
Q3 | $326K | Buy |
6,356
+2,566
| +68% | +$132K | ﹤0.01% | 826 |
|
|
2014
Q2 | $209K | Buy |
3,790
+567
| +18% | +$31.3K | ﹤0.01% | 1006 |
|
|
2014
Q1 | $158K | Sell |
3,223
-232
| -7% | -$11.4K | ﹤0.01% | 1121 |
|
|
2013
Q4 | $163K | Buy |
3,455
+747
| +28% | +$35.2K | ﹤0.01% | 955 |
|
|
2013
Q3 | $125K | Sell |
2,708
-697
| -20% | -$32.2K | ﹤0.01% | 982 |
|
|
2013
Q2 | $146K | Buy |
+3,405
| New | +$146K | ﹤0.01% | 790 |
|