Creative Planning’s JP Energy Partners LP JPEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,091
| Closed | -$8K | – | 4764 |
|
|
2016
Q3 | $8K | Buy |
1,091
+47
| +5% | +$345 | ﹤0.01% | 3613 |
|
|
2016
Q2 | $9K | Sell |
1,044
-456
| -30% | -$3.93K | ﹤0.01% | 3305 |
|
|
2016
Q1 | $8K | Sell |
1,500
-1,000
| -40% | -$5.33K | ﹤0.01% | 3331 |
|
|
2015
Q4 | $12K | Buy |
2,500
+500
| +25% | +$2.4K | ﹤0.01% | 3178 |
|
|
2015
Q3 | $12K | Buy |
+2,000
| New | +$12K | ﹤0.01% | 3080 |
|