Creative Planning’s Miller/Howard High Income Equity Fund HIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-404
| Closed | -$5K | – | 4695 |
|
|
2017
Q1 | $5K | Hold |
404
| – | – | ﹤0.01% | 3923 |
|
|
2016
Q4 | $5K | Hold |
404
| – | – | ﹤0.01% | 3899 |
|
|
2016
Q3 | $5K | Sell |
404
-4,196
| -91% | -$51.9K | ﹤0.01% | 3815 |
|
|
2016
Q2 | $55K | Hold |
4,600
| – | – | ﹤0.01% | 2072 |
|
|
2016
Q1 | $53K | Sell |
4,600
-215
| -4% | -$2.48K | ﹤0.01% | 2049 |
|
|
2015
Q4 | $55K | Buy |
+4,815
| New | +$55K | ﹤0.01% | 2024 |
|