Creative Planning’s Warrior Met Coal HCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
24,376
+3,312
| +16% | +$152K | ﹤0.01% | 1754 |
|
|
2025
Q1 | $1.01M | Sell |
21,064
-74
| -0.4% | -$3.53K | ﹤0.01% | 1707 |
|
|
2024
Q4 | $1.15M | Buy |
21,138
+438
| +2% | +$23.8K | ﹤0.01% | 1536 |
|
|
2024
Q3 | $1.32M | Buy |
20,700
+338
| +2% | +$21.6K | ﹤0.01% | 1313 |
|
|
2024
Q2 | $1.28M | Buy |
20,362
+3,284
| +19% | +$206K | ﹤0.01% | 1242 |
|
|
2024
Q1 | $1.04M | Buy |
17,078
+403
| +2% | +$24.5K | ﹤0.01% | 1317 |
|
|
2023
Q4 | $1.02M | Buy |
16,675
+999
| +6% | +$60.9K | ﹤0.01% | 1217 |
|
|
2023
Q3 | $801K | Sell |
15,676
-712
| -4% | -$36.4K | ﹤0.01% | 1275 |
|
|
2023
Q2 | $638K | Buy |
16,388
+1,291
| +9% | +$50.3K | ﹤0.01% | 1399 |
|
|
2023
Q1 | $554K | Buy |
15,097
+17
| +0.1% | +$624 | ﹤0.01% | 1398 |
|
|
2022
Q4 | $522K | Buy |
+15,080
| New | +$522K | ﹤0.01% | 1395 |
|