Creative Planning’s Sanchez Energy Corporation SN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$14K | – | 4208 |
|
|
2017
Q2 | $14K | Buy |
2,000
+135
| +7% | +$945 | ﹤0.01% | 3396 |
|
|
2017
Q1 | $18K | Sell |
1,865
-135
| -7% | -$1.3K | ﹤0.01% | 3171 |
|
|
2016
Q4 | $18K | Buy |
2,000
+500
| +33% | +$4.5K | ﹤0.01% | 3120 |
|
|
2016
Q3 | $13K | Hold |
1,500
| – | – | ﹤0.01% | 3307 |
|
|
2016
Q2 | $11K | Hold |
1,500
| – | – | ﹤0.01% | 3177 |
|
|
2016
Q1 | $8K | Buy |
1,500
+1,000
| +200% | +$5.33K | ﹤0.01% | 3325 |
|
|
2015
Q4 | $2K | Buy |
+500
| New | +$2K | ﹤0.01% | 4007 |
|
|
2015
Q3 | – | Sell |
-43,100
| Closed | -$422K | – | 4267 |
|
|
2015
Q2 | $422K | Sell |
43,100
-40,500
| -48% | -$397K | ﹤0.01% | 711 |
|
|
2015
Q1 | $1.09M | Buy |
83,600
+43,100
| +106% | +$561K | 0.01% | 431 |
|
|
2014
Q4 | $376K | Buy |
40,500
+31,150
| +333% | +$289K | ﹤0.01% | 820 |
|
|
2014
Q3 | $246K | Buy |
9,350
+1,000
| +12% | +$26.3K | ﹤0.01% | 960 |
|
|
2014
Q2 | $314K | Buy |
8,350
+6,700
| +406% | +$252K | ﹤0.01% | 819 |
|
|
2014
Q1 | $49K | Buy |
1,650
+230
| +16% | +$6.83K | ﹤0.01% | 1803 |
|
|
2013
Q4 | $35K | Buy |
1,420
+720
| +103% | +$17.7K | ﹤0.01% | 1842 |
|
|
2013
Q3 | $18K | Buy |
700
+200
| +40% | +$5.14K | ﹤0.01% | 2171 |
|
|
2013
Q2 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 2249 |
|