Creative Planning’s IVANHOE ENERGY INC COM SHS (CDA) IVAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-28,020
| Closed | -$15K | – | 4662 |
|
|
2014
Q4 | $15K | Sell |
28,020
-105
| -0.4% | -$111 | ﹤0.01% | 2888 |
|
|
2014
Q3 | $46K | Buy |
+28,125
| New | +$51.7K | ﹤0.01% | 1986 |
|
|
2014
Q2 | – | Sell |
-27,508
| Closed | -$104K | – | 4172 |
|
|
2014
Q1 | $104K | Buy |
27,508
+5,952
| +28% | +$24.1K | ﹤0.01% | 1385 |
|
|
2013
Q4 | $94K | Buy |
21,556
+286
| +1% | +$1.24K | ﹤0.01% | 1230 |
|
|
2013
Q3 | $122K | Buy |
21,270
+1,428
| +7% | +$8.26K | ﹤0.01% | 997 |
|
|
2013
Q2 | $124K | Buy |
+19,842
| New | +$189K | ﹤0.01% | 875 |
|
