Creative Planning’s VanEck Vectors Solar Energy ETF KWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,515
| Closed | -$61K | – | 4448 |
|
|
2017
Q2 | $61K | Buy |
1,515
+65
| +4% | +$2.62K | ﹤0.01% | 2350 |
|
|
2017
Q1 | $52K | Sell |
1,450
-225
| -13% | -$8.07K | ﹤0.01% | 2436 |
|
|
2016
Q4 | $58K | Sell |
1,675
-138
| -8% | -$4.78K | ﹤0.01% | 2262 |
|
|
2016
Q3 | $73K | Buy |
1,813
+62
| +4% | +$2.5K | ﹤0.01% | 2062 |
|
|
2016
Q2 | $76K | Hold |
1,751
| – | – | ﹤0.01% | 1837 |
|
|
2016
Q1 | $84K | Sell |
1,751
-7
| -0.4% | -$336 | ﹤0.01% | 1731 |
|
|
2015
Q4 | $108K | Buy |
1,758
+150
| +9% | +$9.22K | ﹤0.01% | 1576 |
|
|
2015
Q3 | $82K | Buy |
+1,608
| New | +$82K | ﹤0.01% | 1701 |
|
|
2015
Q2 | – | Sell |
-1,011
| Closed | -$83K | – | 3730 |
|
|
2015
Q1 | $83K | Buy |
1,011
+705
| +230% | +$57.9K | ﹤0.01% | 1673 |
|
|
2014
Q4 | $21K | Hold |
306
| – | – | ﹤0.01% | 2598 |
|
|
2014
Q3 | $24K | Hold |
306
| – | – | ﹤0.01% | 2410 |
|
|
2014
Q2 | $27K | Hold |
306
| – | – | ﹤0.01% | 2289 |
|
|
2014
Q1 | $26K | Hold |
306
| – | – | ﹤0.01% | 2213 |
|
|
2013
Q4 | $22K | Hold |
306
| – | – | ﹤0.01% | 2137 |
|
|
2013
Q3 | $20K | Hold |
306
| – | – | ﹤0.01% | 2118 |
|
|
2013
Q2 | $15K | Buy |
+306
| New | +$15K | ﹤0.01% | 2101 |
|