Creative Planning’s Emeren Group SOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-280
| Closed | -$1K | – | 3353 |
|
|
2017
Q2 | $1K | Hold |
280
| – | – | ﹤0.01% | 4378 |
|
|
2017
Q1 | $1K | Hold |
280
| – | – | ﹤0.01% | 4370 |
|
|
2016
Q4 | $1K | Hold |
280
| – | – | ﹤0.01% | 4323 |
|
|
2016
Q3 | $1K | Sell |
280
-1,600
| -85% | -$5.71K | ﹤0.01% | 4260 |
|
|
2016
Q2 | $12K | Buy |
1,880
+1,600
| +571% | +$10.2K | ﹤0.01% | 3097 |
|
|
2016
Q1 | $2K | Hold |
280
| – | – | ﹤0.01% | 3900 |
|
|
2015
Q4 | $2K | Buy |
280
+70
| +33% | +$500 | ﹤0.01% | 3969 |
|
|
2015
Q3 | $1K | Buy |
+210
| New | +$1K | ﹤0.01% | 4042 |
|
|
2015
Q2 | – | Sell |
-180
| Closed | -$1K | – | 2608 |
|
|
2015
Q1 | $1K | Hold |
180
| – | – | ﹤0.01% | 3933 |
|
|
2014
Q4 | $1K | Sell |
180
-125
| -41% | -$694 | ﹤0.01% | 3876 |
|
|
2014
Q3 | $5K | Hold |
305
| – | – | ﹤0.01% | 3248 |
|
|
2014
Q2 | $4K | Hold |
305
| – | – | ﹤0.01% | 3234 |
|
|
2014
Q1 | $5K | Hold |
305
| – | – | ﹤0.01% | 3034 |
|
|
2013
Q4 | $5K | Sell |
305
-400
| -57% | -$6.56K | ﹤0.01% | 2850 |
|
|
2013
Q3 | $18K | Buy |
705
+400
| +131% | +$10.2K | ﹤0.01% | 2164 |
|
|
2013
Q2 | $3K | Buy |
+305
| New | +$3K | ﹤0.01% | 2735 |
|