Creative Planning’s PENN VIRGINIA CORP PVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,541
| Closed | -$1K | – | 4616 |
|
|
2015
Q3 | $1K | Buy |
+1,541
| New | +$1K | ﹤0.01% | 4130 |
|
|
2015
Q2 | – | Sell |
-1,255
| Closed | -$8K | – | 3788 |
|
|
2015
Q1 | $8K | Hold |
1,255
| – | – | ﹤0.01% | 3310 |
|
|
2014
Q4 | $8K | Sell |
1,255
-150
| -11% | -$956 | ﹤0.01% | 3219 |
|
|
2014
Q3 | $18K | Hold |
1,405
| – | – | ﹤0.01% | 2593 |
|
|
2014
Q2 | $24K | Sell |
1,405
-1,000
| -42% | -$17.1K | ﹤0.01% | 2360 |
|
|
2014
Q1 | $42K | Hold |
2,405
| – | – | ﹤0.01% | 1908 |
|
|
2013
Q4 | $23K | Buy |
2,405
+1,255
| +109% | +$12K | ﹤0.01% | 2120 |
|
|
2013
Q3 | $8K | Buy |
1,150
+150
| +15% | +$1.04K | ﹤0.01% | 2578 |
|
|
2013
Q2 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 2582 |
|