Creative Planning’s Precision Drilling PDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
+8,007
| New | +$378K | ﹤0.01% | 2693 |
|
|
2025
Q1 | – | Sell |
-3,970
| Closed | -$242K | – | 3629 |
|
|
2024
Q4 | $242K | Buy |
+3,970
| New | +$242K | ﹤0.01% | 2823 |
|
|
2024
Q3 | – | Sell |
-2,916
| Closed | -$205K | – | 3236 |
|
|
2024
Q2 | $205K | Buy |
+2,916
| New | +$205K | ﹤0.01% | 2646 |
|
|
2020
Q3 | – | Sell |
-1,350
| Closed | -$20K | – | 1999 |
|
|
2020
Q2 | $20K | Hold |
1,350
| – | – | ﹤0.01% | 1777 |
|
|
2020
Q1 | $8K | Sell |
1,350
-12
| -0.9% | -$71 | ﹤0.01% | 1713 |
|
|
2019
Q4 | $38K | Hold |
1,362
| – | – | ﹤0.01% | 1811 |
|
|
2019
Q3 | $31K | Hold |
1,362
| – | – | ﹤0.01% | 1801 |
|
|
2019
Q2 | $51K | Hold |
1,362
| – | – | ﹤0.01% | 1788 |
|
|
2019
Q1 | $65K | Buy |
+1,362
| New | +$65K | ﹤0.01% | 1732 |
|
|
2017
Q3 | – | Sell |
-161
| Closed | -$11K | – | 3093 |
|
|
2017
Q2 | $11K | Sell |
161
-7,162
| -98% | -$489K | ﹤0.01% | 3534 |
|
|
2017
Q1 | $691K | Buy |
7,323
+7,072
| +2,818% | +$667K | ﹤0.01% | 817 |
|
|
2016
Q4 | $27K | Sell |
251
-1,000
| -80% | -$108K | ﹤0.01% | 2831 |
|
|
2016
Q3 | $105K | Buy |
1,251
+957
| +326% | +$80.3K | ﹤0.01% | 1804 |
|
|
2016
Q2 | $31K | Buy |
294
+35
| +14% | +$3.69K | ﹤0.01% | 2449 |
|
|
2016
Q1 | $22K | Sell |
259
-15
| -5% | -$1.27K | ﹤0.01% | 2679 |
|
|
2015
Q4 | $22K | Sell |
274
-270
| -50% | -$21.7K | ﹤0.01% | 2744 |
|
|
2015
Q3 | $40K | Buy |
+544
| New | +$40K | ﹤0.01% | 2190 |
|
|
2015
Q2 | – | Sell |
-1,294
| Closed | -$164K | – | 2340 |
|
|
2015
Q1 | $164K | Buy |
1,294
+1,073
| +486% | +$136K | ﹤0.01% | 1285 |
|
|
2014
Q4 | $27K | Sell |
221
-1,188
| -84% | -$145K | ﹤0.01% | 2418 |
|
|
2014
Q3 | $304K | Sell |
1,409
-80
| -5% | -$17.3K | ﹤0.01% | 856 |
|
|
2014
Q2 | $422K | Buy |
1,489
+1,345
| +934% | +$381K | 0.01% | 710 |
|
|
2014
Q1 | $34K | Sell |
144
-825
| -85% | -$195K | ﹤0.01% | 2038 |
|
|
2013
Q4 | $182K | Buy |
969
+819
| +546% | +$154K | ﹤0.01% | 912 |
|
|
2013
Q3 | $30K | Hold |
150
| – | – | ﹤0.01% | 1853 |
|
|
2013
Q2 | $26K | Buy |
+150
| New | +$26K | ﹤0.01% | 1770 |
|