Creative Planning’s Petrobras Class A PBR.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $366K | Buy |
31,677
+8,890
| +39% | +$103K | ﹤0.01% | 2724 |
|
2025
Q1 | $297K | Buy |
22,787
+972
| +4% | +$12.7K | ﹤0.01% | 2757 |
|
2024
Q4 | $258K | Buy |
+21,815
| New | +$258K | ﹤0.01% | 2781 |
|
2016
Q3 | – | Sell |
-135
| Closed | -$1K | – | 4469 |
|
2016
Q2 | $1K | Hold |
135
| – | – | ﹤0.01% | 4064 |
|
2016
Q1 | $1K | Hold |
135
| – | – | ﹤0.01% | 4045 |
|
2015
Q4 | $0 | Sell |
135
-110
| -45% | – | ﹤0.01% | 4373 |
|
2015
Q3 | $1K | Buy |
+245
| New | +$1K | ﹤0.01% | 4024 |
|
2015
Q2 | – | Sell |
-965
| Closed | -$6K | – | 2324 |
|
2015
Q1 | $6K | Buy |
965
+165
| +21% | +$1.03K | ﹤0.01% | 3408 |
|
2014
Q4 | $6K | Buy |
800
+600
| +300% | +$4.5K | ﹤0.01% | 3344 |
|
2014
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 3451 |
|
2014
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 3317 |
|
2014
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 3185 |
|
2013
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3009 |
|