Creative Planning’s Pioneer Energy Services Corp. PES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-7,900
| Closed | -$16K | – | 4166 |
|
2017
Q2 | $16K | Buy |
7,900
+400
| +5% | +$810 | ﹤0.01% | 3305 |
|
2017
Q1 | $30K | Buy |
7,500
+100
| +1% | +$400 | ﹤0.01% | 2823 |
|
2016
Q4 | $51K | Hold |
7,400
| – | – | ﹤0.01% | 2364 |
|
2016
Q3 | $30K | Buy |
7,400
+1,100
| +17% | +$4.46K | ﹤0.01% | 2729 |
|
2016
Q2 | $29K | Hold |
6,300
| – | – | ﹤0.01% | 2506 |
|
2016
Q1 | $14K | Sell |
6,300
-2,000
| -24% | -$4.44K | ﹤0.01% | 2997 |
|
2015
Q4 | $18K | Buy |
8,300
+4,500
| +118% | +$9.76K | ﹤0.01% | 2897 |
|
2015
Q3 | $8K | Buy |
+3,800
| New | +$8K | ﹤0.01% | 3344 |
|
2015
Q2 | – | Sell |
-3,300
| Closed | -$18K | – | 3376 |
|
2015
Q1 | $18K | Buy |
3,300
+900
| +38% | +$4.91K | ﹤0.01% | 2789 |
|
2014
Q4 | $13K | Buy |
2,400
+100
| +4% | +$542 | ﹤0.01% | 2941 |
|
2014
Q3 | $32K | Hold |
2,300
| – | – | ﹤0.01% | 2193 |
|
2014
Q2 | $40K | Sell |
2,300
-100
| -4% | -$1.74K | ﹤0.01% | 2007 |
|
2014
Q1 | $31K | Hold |
2,400
| – | – | ﹤0.01% | 2110 |
|
2013
Q4 | $19K | Hold |
2,400
| – | – | ﹤0.01% | 2224 |
|
2013
Q3 | $18K | Buy |
2,400
+500
| +26% | +$3.75K | ﹤0.01% | 2170 |
|
2013
Q2 | $13K | Buy |
+1,900
| New | +$13K | ﹤0.01% | 2162 |
|