Creative Planning’s IVANHOE ENERGY INC COM SHS (CDA) IVAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-28,020
| Closed | -$15K | – | 4461 |
|
|
2014
Q4 | $15K | Sell |
28,020
-105
| -0.4% | -$56 | ﹤0.01% | 2850 |
|
|
2014
Q3 | $46K | Buy |
+28,125
| New | +$46K | ﹤0.01% | 1969 |
|
|
2014
Q2 | – | Sell |
-27,508
| Closed | -$104K | – | 4009 |
|
|
2014
Q1 | $104K | Buy |
27,508
+5,952
| +28% | +$22.5K | ﹤0.01% | 1381 |
|
|
2013
Q4 | $94K | Buy |
21,556
+286
| +1% | +$1.25K | ﹤0.01% | 1230 |
|
|
2013
Q3 | $122K | Buy |
21,270
+1,428
| +7% | +$8.19K | ﹤0.01% | 997 |
|
|
2013
Q2 | $124K | Buy |
+19,842
| New | +$124K | ﹤0.01% | 875 |
|