Creative Planning’s Star Bulk Carriers SBLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,454
| Closed | -$440K | – | 3069 |
|
|
2024
Q1 | $440K | Buy |
+18,454
| New | +$440K | ﹤0.01% | 1938 |
|
|
2023
Q1 | – | Sell |
-16,361
| Closed | -$315K | – | 2631 |
|
|
2022
Q4 | $315K | Buy |
+16,361
| New | +$315K | ﹤0.01% | 1689 |
|
|
2022
Q2 | – | Sell |
-8,034
| Closed | -$239K | – | 2391 |
|
|
2022
Q1 | $239K | Buy |
+8,034
| New | +$239K | ﹤0.01% | 1782 |
|
|
2017
Q2 | – | Sell |
-970
| Closed | -$12K | – | 4634 |
|
|
2017
Q1 | $12K | Hold |
970
| – | – | ﹤0.01% | 3444 |
|
|
2016
Q4 | $5K | Buy |
+970
| New | +$5K | ﹤0.01% | 3883 |
|
|
2016
Q2 | – | Sell |
-70
| Closed | – | – | 4320 |
|
|
2016
Q1 | $0 | Hold |
70
| – | – | ﹤0.01% | 4343 |
|
|
2015
Q4 | $0 | Hold |
70
| – | – | ﹤0.01% | 4397 |
|
|
2015
Q3 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 4036 |
|
|
2015
Q2 | – | Sell |
-13
| Closed | – | – | 2535 |
|
|
2015
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 4205 |
|
|
2014
Q4 | – | Sell |
-32
| Closed | -$2K | – | 4150 |
|
|
2014
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 3589 |
|
|
2014
Q2 | $2K | Buy |
32
+4
| +14% | +$250 | ﹤0.01% | 3422 |
|
|
2014
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 3292 |
|