Creative Planning’s Sisecam Resources LP SIRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,511
| Closed | -$96K | – | 3840 |
|
|
2017
Q2 | $96K | Sell |
3,511
-224
| -6% | -$6.13K | ﹤0.01% | 2014 |
|
|
2017
Q1 | $107K | Buy |
3,735
+1,235
| +49% | +$35.4K | ﹤0.01% | 1898 |
|
|
2016
Q4 | $73K | Buy |
2,500
+1,000
| +67% | +$29.2K | ﹤0.01% | 2068 |
|
|
2016
Q3 | $47K | Hold |
1,500
| – | – | ﹤0.01% | 2395 |
|
|
2016
Q2 | $42K | Buy |
1,500
+800
| +114% | +$22.4K | ﹤0.01% | 2259 |
|
|
2016
Q1 | $18K | Hold |
700
| – | – | ﹤0.01% | 2821 |
|
|
2015
Q4 | $16K | Buy |
700
+200
| +40% | +$4.57K | ﹤0.01% | 2969 |
|
|
2015
Q3 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 3194 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$11K | – | 3098 |
|
|
2015
Q1 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 3111 |
|
|
2014
Q3 | – | Sell |
-2,125
| Closed | -$54K | – | 4033 |
|
|
2014
Q2 | $54K | Buy |
+2,125
| New | +$54K | ﹤0.01% | 1815 |
|