Creative Planning’s PEPCO HOLDINGS, INC. POM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-66,390
| Closed | -$1.73M | – | 4690 |
|
|
2015
Q4 | $1.73M | Buy |
66,390
+5,798
| +10% | +$151K | 0.01% | 348 |
|
|
2015
Q3 | $1.47M | Buy |
60,592
+35
| +0.1% | +$848 | 0.01% | 367 |
|
|
2015
Q2 | $1.63M | Sell |
60,557
-31,365
| -34% | -$845K | 0.01% | 341 |
|
|
2015
Q1 | $2.47M | Buy |
91,922
+44,188
| +93% | +$1.19M | 0.02% | 242 |
|
|
2014
Q4 | $1.29M | Buy |
47,734
+3,736
| +8% | +$101K | 0.01% | 369 |
|
|
2014
Q3 | $1.18M | Buy |
43,998
+109
| +0.2% | +$2.92K | 0.01% | 350 |
|
|
2014
Q2 | $1.21M | Buy |
43,889
+3,367
| +8% | +$92.5K | 0.02% | 337 |
|
|
2014
Q1 | $830K | Buy |
40,522
+3,351
| +9% | +$68.6K | 0.01% | 431 |
|
|
2013
Q4 | $711K | Buy |
37,171
+3,574
| +11% | +$68.4K | 0.01% | 407 |
|
|
2013
Q3 | $620K | Sell |
33,597
-1,463
| -4% | -$27K | 0.01% | 385 |
|
|
2013
Q2 | $707K | Buy |
+35,060
| New | +$707K | 0.02% | 310 |
|