Creative Planning’s LRR ENERGY LP LRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-800
| Closed | -$3K | – | 4669 |
|
|
2015
Q3 | $3K | Buy |
+800
| New | +$3K | ﹤0.01% | 3832 |
|
|
2015
Q2 | – | Sell |
-800
| Closed | -$5K | – | 3833 |
|
|
2015
Q1 | $5K | Hold |
800
| – | – | ﹤0.01% | 3523 |
|
|
2014
Q4 | $6K | Sell |
800
-865
| -52% | -$6.49K | ﹤0.01% | 3392 |
|
|
2014
Q3 | $30K | Buy |
1,665
+965
| +138% | +$17.4K | ﹤0.01% | 2246 |
|
|
2014
Q2 | $12K | Buy |
700
+100
| +17% | +$1.71K | ﹤0.01% | 2745 |
|
|
2014
Q1 | $10K | Hold |
600
| – | – | ﹤0.01% | 2729 |
|
|
2013
Q4 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 2590 |
|