Creative Planning’s PolyMet Mining Corp. PLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,650
| Closed | -$43K | – | 2053 |
|
|
2020
Q2 | $43K | Sell |
10,650
-3,000
| -22% | -$12.1K | ﹤0.01% | 1735 |
|
|
2020
Q1 | $32K | Buy |
13,650
+2,800
| +26% | +$6.56K | ﹤0.01% | 1648 |
|
|
2019
Q4 | $28K | Hold |
10,850
| – | – | ﹤0.01% | 1821 |
|
|
2019
Q3 | $35K | Buy |
10,850
+3,400
| +46% | +$11K | ﹤0.01% | 1794 |
|
|
2019
Q2 | $32K | Hold |
7,450
| – | – | ﹤0.01% | 1824 |
|
|
2019
Q1 | $50K | Hold |
7,450
| – | – | ﹤0.01% | 1750 |
|
|
2018
Q4 | $60K | Sell |
7,450
-575
| -7% | -$4.63K | ﹤0.01% | 1671 |
|
|
2018
Q3 | $82K | Hold |
8,025
| – | – | ﹤0.01% | 1796 |
|
|
2018
Q2 | $79K | Hold |
8,025
| – | – | ﹤0.01% | 1786 |
|
|
2018
Q1 | $69K | Buy |
8,025
+285
| +4% | +$2.45K | ﹤0.01% | 1775 |
|
|
2017
Q4 | $67K | Buy |
7,740
+290
| +4% | +$2.51K | ﹤0.01% | 1767 |
|
|
2017
Q3 | $45K | Hold |
7,450
| – | – | ﹤0.01% | 1768 |
|
|
2017
Q2 | $44K | Hold |
7,450
| – | – | ﹤0.01% | 2604 |
|
|
2017
Q1 | $56K | Buy |
7,450
+4,800
| +181% | +$36.1K | ﹤0.01% | 2386 |
|
|
2016
Q4 | $20K | Buy |
2,650
+150
| +6% | +$1.13K | ﹤0.01% | 3070 |
|
|
2016
Q3 | $20K | Hold |
2,500
| – | – | ﹤0.01% | 3042 |
|
|
2016
Q2 | $19K | Hold |
2,500
| – | – | ﹤0.01% | 2827 |
|
|
2016
Q1 | $21K | Hold |
2,500
| – | – | ﹤0.01% | 2719 |
|
|
2015
Q4 | $20K | Hold |
2,500
| – | – | ﹤0.01% | 2839 |
|
|
2015
Q3 | $17K | Hold |
2,500
| – | – | ﹤0.01% | 2861 |
|
|
2015
Q2 | $28K | Hold |
2,500
| – | – | ﹤0.01% | 1033 |
|
|
2015
Q1 | $32K | Hold |
2,500
| – | – | ﹤0.01% | 2334 |
|
|
2014
Q4 | $26K | Buy |
2,500
+1,900
| +317% | +$19.8K | ﹤0.01% | 2465 |
|
|
2014
Q3 | $6K | Buy |
+600
| New | +$6K | ﹤0.01% | 3201 |
|
|
2013
Q4 | – | Sell |
-330
| Closed | -$3K | – | 3719 |
|
|
2013
Q3 | $3K | Hold |
330
| – | – | ﹤0.01% | 2959 |
|
|
2013
Q2 | $2K | Buy |
+330
| New | +$2K | ﹤0.01% | 2914 |
|