Creative Planning’s PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT PDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-4,854
| Closed | -$70K | – | 4169 |
|
|
2014
Q2 | $70K | Buy |
4,854
+4,158
| +597% | +$60K | ﹤0.01% | 1645 |
|
|
2014
Q1 | $9K | Hold |
696
| – | – | ﹤0.01% | 2776 |
|
|
2013
Q4 | $8K | Hold |
696
| – | – | ﹤0.01% | 2690 |
|
|
2013
Q3 | $8K | Sell |
696
-2,075
| -75% | -$23.9K | ﹤0.01% | 2586 |
|
|
2013
Q2 | $37K | Buy |
+2,771
| New | +$37K | ﹤0.01% | 1554 |
|