Creative Planning’s U.S. Geothermal Inc. HTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,649
| Closed | -$12K | – | 4326 |
|
|
2017
Q2 | $12K | Hold |
2,649
| – | – | ﹤0.01% | 3504 |
|
|
2017
Q1 | $11K | Buy |
2,649
+1,666
| +169% | +$6.92K | ﹤0.01% | 3522 |
|
|
2016
Q4 | $4K | Hold |
983
| – | – | ﹤0.01% | 4013 |
|
|
2016
Q3 | $4K | Hold |
983
| – | – | ﹤0.01% | 3933 |
|
|
2016
Q2 | $5K | Hold |
983
| – | – | ﹤0.01% | 3619 |
|
|
2016
Q1 | $4K | Hold |
983
| – | – | ﹤0.01% | 3683 |
|
|
2015
Q4 | $4K | Hold |
983
| – | – | ﹤0.01% | 3766 |
|
|
2015
Q3 | $4K | Sell |
983
-2,667
| -73% | -$10.9K | ﹤0.01% | 3710 |
|
|
2015
Q2 | $12K | Hold |
3,650
| – | – | ﹤0.01% | 1056 |
|
|
2015
Q1 | $10K | Hold |
3,650
| – | – | ﹤0.01% | 3172 |
|
|
2014
Q4 | $10K | Sell |
3,650
-1,667
| -31% | -$4.57K | ﹤0.01% | 3099 |
|
|
2014
Q3 | $18K | Buy |
5,317
+2,317
| +77% | +$7.84K | ﹤0.01% | 2588 |
|
|
2014
Q2 | $11K | Buy |
3,000
+333
| +12% | +$1.22K | ﹤0.01% | 2782 |
|
|
2014
Q1 | $12K | Hold |
2,667
| – | – | ﹤0.01% | 2646 |
|
|
2013
Q4 | $6K | Buy |
+2,667
| New | +$6K | ﹤0.01% | 2803 |
|