Creative Planning’s VanEck Steel ETF SLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-12,200
| Closed | -$559K | – | 1968 |
|
|
2017
Q4 | $559K | Buy |
+12,200
| New | +$559K | ﹤0.01% | 1007 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$4K | – | 3333 |
|
|
2017
Q2 | $4K | Sell |
100
-20
| -17% | -$800 | ﹤0.01% | 4045 |
|
|
2017
Q1 | $5K | Buy |
120
+20
| +20% | +$833 | ﹤0.01% | 3911 |
|
|
2016
Q4 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 3974 |
|
|
2016
Q3 | $6K | Buy |
200
+100
| +100% | +$3K | ﹤0.01% | 3744 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 3816 |
|
|
2016
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3899 |
|
|
2015
Q4 | $2K | Sell |
100
-1,000
| -91% | -$20K | ﹤0.01% | 3968 |
|
|
2015
Q3 | $24K | Buy |
+1,100
| New | +$24K | ﹤0.01% | 2574 |
|
|
2015
Q2 | – | Sell |
-1,100
| Closed | -$34K | – | 2588 |
|
|
2015
Q1 | $34K | Buy |
1,100
+91
| +9% | +$2.81K | ﹤0.01% | 2270 |
|
|
2014
Q4 | $36K | Hold |
1,009
| – | – | ﹤0.01% | 2197 |
|
|
2014
Q3 | $45K | Sell |
1,009
-24,000
| -96% | -$1.07M | ﹤0.01% | 1979 |
|
|
2014
Q2 | $1.19M | Buy |
25,009
+10,609
| +74% | +$506K | 0.02% | 338 |
|
|
2014
Q1 | $670K | Buy |
+14,400
| New | +$670K | 0.01% | 512 |
|
|
2013
Q3 | – | Sell |
-116
| Closed | -$4K | – | 3339 |
|
|
2013
Q2 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 2630 |
|