Creative Planning’s Houston American Energy HUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-240
| Closed | -$4K | – | 1858 |
|
|
2020
Q1 | $4K | Buy |
240
+160
| +200% | +$2.67K | ﹤0.01% | 1724 |
|
|
2019
Q4 | $1K | Sell |
80
-1
| -1% | -$13 | ﹤0.01% | 1875 |
|
|
2019
Q3 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 1866 |
|
|
2017
Q3 | – | Sell |
-1
| Closed | – | – | 2648 |
|
|
2017
Q2 | $0 | Sell |
1
-23
| -96% | – | ﹤0.01% | 4553 |
|
|
2017
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 4336 |
|
|
2015
Q2 | – | Sell |
-264
| Closed | -$7K | – | 1851 |
|
|
2015
Q1 | $7K | Hold |
264
| – | – | ﹤0.01% | 3334 |
|
|
2014
Q4 | $5K | Hold |
264
| – | – | ﹤0.01% | 3422 |
|
|
2014
Q3 | $10K | Hold |
264
| – | – | ﹤0.01% | 2897 |
|
|
2014
Q2 | $15K | Hold |
264
| – | – | ﹤0.01% | 2617 |
|
|
2014
Q1 | $18K | Hold |
264
| – | – | ﹤0.01% | 2412 |
|
|
2013
Q4 | $8K | Hold |
264
| – | – | ﹤0.01% | 2662 |
|
|
2013
Q3 | $10K | Hold |
264
| – | – | ﹤0.01% | 2459 |
|
|
2013
Q2 | $9K | Buy |
+264
| New | +$9K | ﹤0.01% | 2319 |
|