Creative Planning’s RARE ELEMENT RES LTD REE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-14,000
| Closed | -$2K | – | 4597 |
|
2015
Q4 | $2K | Buy |
14,000
+8,600
| +159% | +$1.23K | ﹤0.01% | 4031 |
|
2015
Q3 | $2K | Sell |
5,400
-22,000
| -80% | -$8.15K | ﹤0.01% | 3947 |
|
2015
Q2 | $12K | Buy |
27,400
+4,000
| +17% | +$1.75K | ﹤0.01% | 1057 |
|
2015
Q1 | $13K | Buy |
23,400
+22,200
| +1,850% | +$12.3K | ﹤0.01% | 3016 |
|
2014
Q4 | $0 | Hold |
1,200
| – | – | ﹤0.01% | 4320 |
|
2014
Q3 | $1K | Hold |
1,200
| – | – | ﹤0.01% | 3803 |
|
2014
Q2 | $2K | Hold |
1,200
| – | – | ﹤0.01% | 3476 |
|
2014
Q1 | $2K | Hold |
1,200
| – | – | ﹤0.01% | 3339 |
|
2013
Q4 | $2K | Sell |
1,200
-9,800
| -89% | -$16.3K | ﹤0.01% | 3159 |
|
2013
Q3 | $29K | Buy |
11,000
+6,700
| +156% | +$17.7K | ﹤0.01% | 1880 |
|
2013
Q2 | $8K | Buy |
+4,300
| New | +$8K | ﹤0.01% | 2383 |
|