Creative Planning’s POWERSECURE INTL INC COM STK (DE) POWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,900
| Closed | -$73K | – | 4520 |
|
|
2016
Q1 | $73K | Sell |
3,900
-200
| -5% | -$3.74K | ﹤0.01% | 1823 |
|
|
2015
Q4 | $62K | Sell |
4,100
-100
| -2% | -$1.51K | ﹤0.01% | 1928 |
|
|
2015
Q3 | $48K | Buy |
+4,200
| New | +$48K | ﹤0.01% | 2071 |
|
|
2015
Q2 | – | Sell |
-3,400
| Closed | -$45K | – | 3722 |
|
|
2015
Q1 | $45K | Hold |
3,400
| – | – | ﹤0.01% | 2084 |
|
|
2014
Q4 | $40K | Hold |
3,400
| – | – | ﹤0.01% | 2144 |
|
|
2014
Q3 | $33K | Hold |
3,400
| – | – | ﹤0.01% | 2179 |
|
|
2014
Q2 | $33K | Sell |
3,400
-200
| -6% | -$1.94K | ﹤0.01% | 2139 |
|
|
2014
Q1 | $84K | Sell |
3,600
-56
| -2% | -$1.31K | ﹤0.01% | 1507 |
|
|
2013
Q4 | $63K | Buy |
3,656
+3,000
| +457% | +$51.7K | ﹤0.01% | 1454 |
|
|
2013
Q3 | $11K | Buy |
656
+100
| +18% | +$1.68K | ﹤0.01% | 2435 |
|
|
2013
Q2 | $8K | Buy |
+556
| New | +$8K | ﹤0.01% | 2382 |
|