Creative Planning’s OPOWER INC COM STK (DE) OPWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-45,777
| Closed | -$312K | – | 4501 |
|
|
2016
Q1 | $312K | Buy |
45,777
+3,267
| +8% | +$22.3K | ﹤0.01% | 971 |
|
|
2015
Q4 | $449K | Buy |
42,510
+2,321
| +6% | +$24.5K | ﹤0.01% | 811 |
|
|
2015
Q3 | $358K | Buy |
40,189
+3,121
| +8% | +$27.8K | ﹤0.01% | 884 |
|
|
2015
Q2 | $427K | Buy |
37,068
+2,735
| +8% | +$31.5K | ﹤0.01% | 709 |
|
|
2015
Q1 | $348K | Buy |
+34,333
| New | +$348K | ﹤0.01% | 912 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$6K | – | 4106 |
|
|
2014
Q2 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 3086 |
|