Creative Planning’s PACIFIC COAST OIL TRUST ROYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,000
| Closed | -$5K | – | 4689 |
|
|
2016
Q3 | $5K | Hold |
3,000
| – | – | ﹤0.01% | 3823 |
|
|
2016
Q2 | $6K | Hold |
3,000
| – | – | ﹤0.01% | 3507 |
|
|
2016
Q1 | $5K | Hold |
3,000
| – | – | ﹤0.01% | 3579 |
|
|
2015
Q4 | $4K | Sell |
3,000
-3,000
| -50% | -$4K | ﹤0.01% | 3754 |
|
|
2015
Q3 | $12K | Buy |
+6,000
| New | +$12K | ﹤0.01% | 3076 |
|