Creative Planning’s Interoil Corporation IOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-17,380
| Closed | -$827K | – | 4883 |
|
|
2016
Q4 | $827K | Sell |
17,380
-2,967
| -15% | -$141K | 0.01% | 691 |
|
|
2016
Q3 | $1.04M | Hold |
20,347
| – | – | 0.01% | 577 |
|
|
2016
Q2 | $916K | Buy |
20,347
+100
| +0.5% | +$4.5K | 0.01% | 547 |
|
|
2016
Q1 | $644K | Buy |
20,247
+12,125
| +149% | +$386K | 0.01% | 663 |
|
|
2015
Q4 | $255K | Buy |
8,122
+2,000
| +33% | +$62.8K | ﹤0.01% | 1062 |
|
|
2015
Q3 | $206K | Buy |
+6,122
| New | +$206K | ﹤0.01% | 1172 |
|
|
2015
Q2 | – | Sell |
-6,322
| Closed | -$292K | – | 3628 |
|
|
2015
Q1 | $292K | Buy |
6,322
+399
| +7% | +$18.4K | ﹤0.01% | 1003 |
|
|
2014
Q4 | $289K | Buy |
5,923
+1,985
| +50% | +$96.9K | ﹤0.01% | 954 |
|
|
2014
Q3 | $214K | Buy |
3,938
+351
| +10% | +$19.1K | ﹤0.01% | 1023 |
|
|
2014
Q2 | $229K | Sell |
3,587
-100
| -3% | -$6.38K | ﹤0.01% | 956 |
|
|
2014
Q1 | $239K | Hold |
3,687
| – | – | ﹤0.01% | 917 |
|
|
2013
Q4 | $190K | Sell |
3,687
-50
| -1% | -$2.58K | ﹤0.01% | 883 |
|
|
2013
Q3 | $266K | Buy |
3,737
+3,257
| +679% | +$232K | 0.01% | 658 |
|
|
2013
Q2 | $33K | Buy |
+480
| New | +$33K | ﹤0.01% | 1630 |
|