Creative Planning’s Mid-Con Energy Partners, LP MCEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-75
| Closed | -$4K | – | 4774 |
|
|
2016
Q4 | $4K | Buy |
75
+50
| +200% | +$2.67K | ﹤0.01% | 4003 |
|
|
2016
Q3 | $1K | Sell |
25
-131
| -84% | -$5.24K | ﹤0.01% | 4297 |
|
|
2016
Q2 | $6K | Buy |
+156
| New | +$6K | ﹤0.01% | 3505 |
|
|
2015
Q4 | – | Sell |
-65
| Closed | -$3K | – | 4502 |
|
|
2015
Q3 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 3799 |
|
|
2015
Q2 | – | Sell |
-169
| Closed | -$19K | – | 3260 |
|
|
2015
Q1 | $19K | Hold |
169
| – | – | ﹤0.01% | 2750 |
|
|
2014
Q4 | $21K | Buy |
169
+119
| +238% | +$14.8K | ﹤0.01% | 2595 |
|
|
2014
Q3 | $22K | Hold |
50
| – | – | ﹤0.01% | 2468 |
|
|
2014
Q2 | $23K | Hold |
50
| – | – | ﹤0.01% | 2379 |
|
|
2014
Q1 | $22K | Hold |
50
| – | – | ﹤0.01% | 2291 |
|
|
2013
Q4 | $23K | Sell |
50
-21
| -30% | -$9.66K | ﹤0.01% | 2115 |
|
|
2013
Q3 | $33K | Buy |
71
+21
| +42% | +$9.76K | ﹤0.01% | 1782 |
|
|
2013
Q2 | $23K | Buy |
+50
| New | +$23K | ﹤0.01% | 1852 |
|