Creative Planning’s McEwen Inc. MUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,988
| Closed | -$9K | – | 2295 |
|
|
2022
Q2 | $9K | Buy |
1,988
+11
| +0.6% | +$50 | ﹤0.01% | 2154 |
|
|
2022
Q1 | $17K | Hold |
1,977
| – | – | ﹤0.01% | 2128 |
|
|
2021
Q4 | $18K | Hold |
1,977
| – | – | ﹤0.01% | 2043 |
|
|
2021
Q3 | $21K | Hold |
1,977
| – | – | ﹤0.01% | 2022 |
|
|
2021
Q2 | $27K | Sell |
1,977
-934
| -32% | -$12.8K | ﹤0.01% | 1946 |
|
|
2021
Q1 | $30K | Buy |
2,911
+733
| +34% | +$7.55K | ﹤0.01% | 2293 |
|
|
2020
Q4 | $21K | Buy |
+2,178
| New | +$21K | ﹤0.01% | 2080 |
|
|
2018
Q3 | – | Sell |
-1,209
| Closed | -$25K | – | 1978 |
|
|
2018
Q2 | $25K | Buy |
+1,209
| New | +$25K | ﹤0.01% | 1859 |
|
|
2017
Q3 | – | Sell |
-812
| Closed | -$21K | – | 2953 |
|
|
2017
Q2 | $21K | Hold |
812
| – | – | ﹤0.01% | 3126 |
|
|
2017
Q1 | $25K | Sell |
812
-10
| -1% | -$308 | ﹤0.01% | 2941 |
|
|
2016
Q4 | $24K | Buy |
822
+300
| +57% | +$8.76K | ﹤0.01% | 2926 |
|
|
2016
Q3 | $19K | Buy |
522
+417
| +397% | +$15.2K | ﹤0.01% | 3058 |
|
|
2016
Q2 | $4K | Hold |
105
| – | – | ﹤0.01% | 3674 |
|
|
2016
Q1 | $2K | Sell |
105
-700
| -87% | -$13.3K | ﹤0.01% | 3883 |
|
|
2015
Q4 | $9K | Buy |
805
+700
| +667% | +$7.83K | ﹤0.01% | 3314 |
|
|
2015
Q3 | $1K | Buy |
+105
| New | +$1K | ﹤0.01% | 4022 |
|
|
2015
Q2 | – | Sell |
-850
| Closed | -$9K | – | 2205 |
|
|
2015
Q1 | $9K | Sell |
850
-3,140
| -79% | -$33.2K | ﹤0.01% | 3207 |
|
|
2014
Q4 | $44K | Buy |
3,990
+2,990
| +299% | +$33K | ﹤0.01% | 2073 |
|
|
2014
Q3 | $20K | Sell |
1,000
-240
| -19% | -$4.8K | ﹤0.01% | 2515 |
|
|
2014
Q2 | $36K | Buy |
1,240
+335
| +37% | +$9.73K | ﹤0.01% | 2079 |
|
|
2014
Q1 | $21K | Sell |
905
-100
| -10% | -$2.32K | ﹤0.01% | 2316 |
|
|
2013
Q4 | $20K | Sell |
1,005
-1,480
| -60% | -$29.5K | ﹤0.01% | 2188 |
|
|
2013
Q3 | $60K | Buy |
2,485
+1,480
| +147% | +$35.7K | ﹤0.01% | 1405 |
|
|
2013
Q2 | $17K | Buy |
+1,005
| New | +$17K | ﹤0.01% | 2024 |
|