Creative Planning’s QUESTAR CORP STR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-17,621
| Closed | -$447K | – | 4650 |
|
2016
Q2 | $447K | Sell |
17,621
-1
| -0% | -$25 | ﹤0.01% | 831 |
|
2016
Q1 | $437K | Sell |
17,622
-3,597
| -17% | -$89.2K | ﹤0.01% | 807 |
|
2015
Q4 | $413K | Buy |
21,219
+5,568
| +36% | +$108K | ﹤0.01% | 848 |
|
2015
Q3 | $304K | Buy |
15,651
+832
| +6% | +$16.2K | ﹤0.01% | 958 |
|
2015
Q2 | $310K | Sell |
14,819
-100
| -0.7% | -$2.09K | ﹤0.01% | 788 |
|
2015
Q1 | $356K | Buy |
14,919
+934
| +7% | +$22.3K | ﹤0.01% | 903 |
|
2014
Q4 | $354K | Buy |
13,985
+391
| +3% | +$9.9K | ﹤0.01% | 852 |
|
2014
Q3 | $303K | Buy |
13,594
+1,570
| +13% | +$35K | ﹤0.01% | 859 |
|
2014
Q2 | $298K | Buy |
12,024
+584
| +5% | +$14.5K | ﹤0.01% | 845 |
|
2014
Q1 | $272K | Sell |
11,440
-440
| -4% | -$10.5K | ﹤0.01% | 861 |
|
2013
Q4 | $273K | Buy |
11,880
+1,500
| +14% | +$34.5K | ﹤0.01% | 724 |
|
2013
Q3 | $233K | Sell |
10,380
-1,136
| -10% | -$25.5K | ﹤0.01% | 704 |
|
2013
Q2 | $275K | Buy |
+11,516
| New | +$275K | 0.01% | 580 |
|