Creative Planning’s NexGen Energy NXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-25,400
| Closed | -$18K | – | 1876 |
|
|
2020
Q1 | $18K | Hold |
25,400
| – | – | ﹤0.01% | 1686 |
|
|
2019
Q4 | $33K | Hold |
25,400
| – | – | ﹤0.01% | 1815 |
|
|
2019
Q3 | $33K | Sell |
25,400
-200
| -0.8% | -$260 | ﹤0.01% | 1798 |
|
|
2019
Q2 | $40K | Hold |
25,600
| – | – | ﹤0.01% | 1807 |
|
|
2019
Q1 | $41K | Buy |
+25,600
| New | +$41K | ﹤0.01% | 1761 |
|