Creative Planning’s Hecla Mining Company Series B Cumulative Convertible Preferred HL.PRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-100
| Closed | -$6K | – | 2623 |
|
|
2017
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 3853 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3894 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 3779 |
|
|
2016
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 3723 |
|
|
2016
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 3474 |
|
|
2016
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 3442 |
|
|
2015
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 3527 |
|
|
2015
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 3467 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$5K | – | 1820 |
|
|
2015
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3468 |
|
|
2014
Q4 | $5K | Sell |
100
-900
| -90% | -$45K | ﹤0.01% | 3420 |
|
|
2014
Q3 | $50K | Hold |
1,000
| – | – | ﹤0.01% | 1908 |
|
|
2014
Q2 | $50K | Hold |
1,000
| – | – | ﹤0.01% | 1864 |
|
|
2014
Q1 | $49K | Hold |
1,000
| – | – | ﹤0.01% | 1799 |
|
|
2013
Q4 | $49K | Hold |
1,000
| – | – | ﹤0.01% | 1622 |
|
|
2013
Q3 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 1535 |
|
|
2013
Q2 | $54K | Buy |
+1,000
| New | +$54K | ﹤0.01% | 1341 |
|