Creative Planning’s Methanex MEOH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,152
| Closed | -$95K | – | 2885 |
|
|
2017
Q2 | $95K | Hold |
2,152
| – | – | ﹤0.01% | 2017 |
|
|
2017
Q1 | $101K | Buy |
2,152
+152
| +8% | +$7.13K | ﹤0.01% | 1941 |
|
|
2016
Q4 | $88K | Hold |
2,000
| – | – | ﹤0.01% | 1941 |
|
|
2016
Q3 | $71K | Hold |
2,000
| – | – | ﹤0.01% | 2081 |
|
|
2016
Q2 | $58K | Hold |
2,000
| – | – | ﹤0.01% | 2025 |
|
|
2016
Q1 | $64K | Sell |
2,000
-18
| -0.9% | -$576 | ﹤0.01% | 1909 |
|
|
2015
Q4 | $67K | Hold |
2,018
| – | – | ﹤0.01% | 1865 |
|
|
2015
Q3 | $67K | Buy |
+2,018
| New | +$67K | ﹤0.01% | 1829 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$107K | – | 2117 |
|
|
2015
Q1 | $107K | Sell |
2,000
-55
| -3% | -$2.94K | ﹤0.01% | 1531 |
|
|
2014
Q4 | $94K | Sell |
2,055
-210
| -9% | -$9.61K | ﹤0.01% | 1571 |
|
|
2014
Q3 | $151K | Sell |
2,265
-774
| -25% | -$51.6K | ﹤0.01% | 1216 |
|
|
2014
Q2 | $188K | Buy |
+3,039
| New | +$188K | ﹤0.01% | 1060 |
|