Creative Planning’s Smart Sand SND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,470
| Closed | -$35K | – | 2395 |
|
|
2020
Q4 | $35K | Buy |
20,470
+370
| +2% | +$633 | ﹤0.01% | 2055 |
|
|
2020
Q3 | $26K | Hold |
20,100
| – | – | ﹤0.01% | 1900 |
|
|
2020
Q2 | $21K | Hold |
20,100
| – | – | ﹤0.01% | 1773 |
|
|
2020
Q1 | $21K | Buy |
+20,100
| New | +$21K | ﹤0.01% | 1674 |
|
|
2019
Q4 | – | Sell |
-10,100
| Closed | -$29K | – | 1946 |
|
|
2019
Q3 | $29K | Buy |
+10,100
| New | +$29K | ﹤0.01% | 1806 |
|
|
2018
Q4 | – | Sell |
-73,600
| Closed | -$302K | – | 1914 |
|
|
2018
Q3 | $302K | Buy |
+73,600
| New | +$302K | ﹤0.01% | 1379 |
|
|
2017
Q4 | – | Sell |
-40,100
| Closed | -$272K | – | 1969 |
|
|
2017
Q3 | $272K | Buy |
40,100
+18,000
| +81% | +$122K | ﹤0.01% | 1377 |
|
|
2017
Q2 | $197K | Buy |
22,100
+9,100
| +70% | +$81.1K | ﹤0.01% | 1516 |
|
|
2017
Q1 | $211K | Buy |
+13,000
| New | +$211K | ﹤0.01% | 1443 |
|