Creative Planning’s Just Energy Group Inc JE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-700
| Closed | -$55K | – | 1980 |
|
|
2019
Q3 | $55K | Sell |
700
-6
| -0.8% | -$471 | ﹤0.01% | 1759 |
|
|
2019
Q2 | $100K | Sell |
706
-152
| -18% | -$21.5K | ﹤0.01% | 1732 |
|
|
2019
Q1 | $96K | Buy |
858
+61
| +8% | +$6.83K | ﹤0.01% | 1699 |
|
|
2018
Q4 | $87K | Buy |
797
+18
| +2% | +$1.97K | ﹤0.01% | 1634 |
|
|
2018
Q3 | $80K | Buy |
779
+6
| +0.8% | +$616 | ﹤0.01% | 1800 |
|
|
2018
Q2 | $92K | Buy |
773
+15
| +2% | +$1.79K | ﹤0.01% | 1766 |
|
|
2018
Q1 | $110K | Hold |
758
| – | – | ﹤0.01% | 1712 |
|
|
2017
Q4 | $107K | Hold |
758
| – | – | ﹤0.01% | 1713 |
|
|
2017
Q3 | $145K | Hold |
758
| – | – | ﹤0.01% | 1657 |
|
|
2017
Q2 | $131K | Hold |
758
| – | – | ﹤0.01% | 1777 |
|
|
2017
Q1 | $157K | Hold |
758
| – | – | ﹤0.01% | 1638 |
|
|
2016
Q4 | $137K | Sell |
758
-40
| -5% | -$7.23K | ﹤0.01% | 1637 |
|
|
2016
Q3 | $134K | Hold |
798
| – | – | ﹤0.01% | 1638 |
|
|
2016
Q2 | $160K | Buy |
798
+40
| +5% | +$8.02K | ﹤0.01% | 1372 |
|
|
2016
Q1 | $149K | Hold |
758
| – | – | ﹤0.01% | 1379 |
|
|
2015
Q4 | $178K | Buy |
+758
| New | +$178K | ﹤0.01% | 1260 |
|
|
2015
Q2 | – | Sell |
-61
| Closed | -$9K | – | 3285 |
|
|
2015
Q1 | $9K | Buy |
61
+18
| +42% | +$2.66K | ﹤0.01% | 3229 |
|
|
2014
Q4 | $7K | Sell |
43
-54
| -56% | -$8.79K | ﹤0.01% | 3286 |
|
|
2014
Q3 | $15K | Buy |
97
+54
| +126% | +$8.35K | ﹤0.01% | 2687 |
|
|
2014
Q2 | $8K | Hold |
43
| – | – | ﹤0.01% | 2934 |
|
|
2014
Q1 | $11K | Hold |
43
| – | – | ﹤0.01% | 2682 |
|
|
2013
Q4 | $10K | Sell |
43
-10
| -19% | -$2.33K | ﹤0.01% | 2576 |
|
|
2013
Q3 | $11K | Sell |
53
-5
| -9% | -$1.04K | ﹤0.01% | 2426 |
|
|
2013
Q2 | $11K | Buy |
+58
| New | +$11K | ﹤0.01% | 2246 |
|