Creative Planning’s Sinopec Shanghai Petrochemical Co., Ltd. SHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-808
| Closed | -$43K | – | 3898 |
|
|
2017
Q2 | $43K | Buy |
808
+500
| +162% | +$26.6K | ﹤0.01% | 2614 |
|
|
2017
Q1 | $17K | Hold |
308
| – | – | ﹤0.01% | 3212 |
|
|
2016
Q4 | $17K | Hold |
308
| – | – | ﹤0.01% | 3154 |
|
|
2016
Q3 | $16K | Buy |
308
+8
| +3% | +$416 | ﹤0.01% | 3174 |
|
|
2016
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 3003 |
|
|
2016
Q1 | $15K | Sell |
300
-750
| -71% | -$37.5K | ﹤0.01% | 2954 |
|
|
2015
Q4 | $42K | Buy |
1,050
+750
| +250% | +$30K | ﹤0.01% | 2242 |
|
|
2015
Q3 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 3071 |
|
|
2015
Q2 | – | Sell |
-450
| Closed | -$17K | – | 3156 |
|
|
2015
Q1 | $17K | Hold |
450
| – | – | ﹤0.01% | 2825 |
|
|
2014
Q4 | $13K | Hold |
450
| – | – | ﹤0.01% | 2933 |
|
|
2014
Q3 | $15K | Sell |
450
-12
| -3% | -$400 | ﹤0.01% | 2686 |
|
|
2014
Q2 | $13K | Buy |
462
+162
| +54% | +$4.56K | ﹤0.01% | 2706 |
|
|
2014
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 2824 |
|
|
2013
Q4 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 2631 |
|