Creative Planning’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-42,317
| Closed | -$874K | – | 2046 |
|
|
2017
Q4 | $874K | Sell |
42,317
-6,587
| -13% | -$136K | ﹤0.01% | 802 |
|
|
2017
Q3 | $941K | Buy |
48,904
+7,551
| +18% | +$145K | ﹤0.01% | 741 |
|
|
2017
Q2 | $674K | Sell |
41,353
-5,288
| -11% | -$86.2K | ﹤0.01% | 864 |
|
|
2017
Q1 | $797K | Buy |
46,641
+1,009
| +2% | +$17.2K | ﹤0.01% | 756 |
|
|
2016
Q4 | $825K | Sell |
45,632
-25,185
| -36% | -$455K | 0.01% | 692 |
|
|
2016
Q3 | $1.16M | Buy |
70,817
+24,995
| +55% | +$408K | 0.01% | 541 |
|
|
2016
Q2 | $744K | Buy |
45,822
+551
| +1% | +$8.95K | 0.01% | 607 |
|
|
2016
Q1 | $771K | Sell |
45,271
-1,962
| -4% | -$33.4K | 0.01% | 579 |
|
|
2015
Q4 | $809K | Buy |
47,233
+10,762
| +30% | +$184K | 0.01% | 571 |
|
|
2015
Q3 | $749K | Buy |
36,471
+6,719
| +23% | +$138K | 0.01% | 576 |
|
|
2015
Q2 | $921K | Buy |
29,752
+8,627
| +41% | +$267K | 0.01% | 495 |
|
|
2015
Q1 | $681K | Sell |
21,125
-1,971
| -9% | -$63.5K | 0.01% | 608 |
|
|
2014
Q4 | $816K | Sell |
23,096
-1,314
| -5% | -$46.4K | 0.01% | 520 |
|
|
2014
Q3 | $844K | Buy |
24,410
+7,208
| +42% | +$249K | 0.01% | 461 |
|
|
2014
Q2 | $653K | Sell |
17,202
-266
| -2% | -$10.1K | 0.01% | 541 |
|
|
2014
Q1 | $633K | Buy |
17,468
+853
| +5% | +$30.9K | 0.01% | 527 |
|
|
2013
Q4 | $548K | Buy |
16,615
+289
| +2% | +$9.53K | 0.01% | 493 |
|
|
2013
Q3 | $511K | Buy |
16,326
+7,318
| +81% | +$229K | 0.01% | 443 |
|
|
2013
Q2 | $343K | Buy |
+9,008
| New | +$343K | 0.01% | 508 |
|