Creative Planning’s Stillwater Mining Co SWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,500
| Closed | -$43K | – | 4871 |
|
|
2017
Q1 | $43K | Sell |
2,500
-100
| -4% | -$1.72K | ﹤0.01% | 2581 |
|
|
2016
Q4 | $42K | Sell |
2,600
-5,300
| -67% | -$85.6K | ﹤0.01% | 2525 |
|
|
2016
Q3 | $106K | Buy |
7,900
+4,300
| +119% | +$57.7K | ﹤0.01% | 1798 |
|
|
2016
Q2 | $43K | Buy |
3,600
+1,100
| +44% | +$13.1K | ﹤0.01% | 2242 |
|
|
2016
Q1 | $27K | Hold |
2,500
| – | – | ﹤0.01% | 2544 |
|
|
2015
Q4 | $21K | Sell |
2,500
-1,050
| -30% | -$8.82K | ﹤0.01% | 2797 |
|
|
2015
Q3 | $37K | Buy |
+3,550
| New | +$37K | ﹤0.01% | 2273 |
|
|
2015
Q2 | – | Sell |
-3,850
| Closed | -$50K | – | 3600 |
|
|
2015
Q1 | $50K | Sell |
3,850
-200
| -5% | -$2.6K | ﹤0.01% | 2021 |
|
|
2014
Q4 | $60K | Buy |
4,050
+1,000
| +33% | +$14.8K | ﹤0.01% | 1873 |
|
|
2014
Q3 | $46K | Sell |
3,050
-5,750
| -65% | -$86.7K | ﹤0.01% | 1965 |
|
|
2014
Q2 | $154K | Sell |
8,800
-500
| -5% | -$8.75K | ﹤0.01% | 1172 |
|
|
2014
Q1 | $138K | Buy |
9,300
+500
| +6% | +$7.42K | ﹤0.01% | 1192 |
|
|
2013
Q4 | $109K | Buy |
8,800
+1,000
| +13% | +$12.4K | ﹤0.01% | 1157 |
|
|
2013
Q3 | $86K | Hold |
7,800
| – | – | ﹤0.01% | 1208 |
|
|
2013
Q2 | $84K | Buy |
+7,800
| New | +$84K | ﹤0.01% | 1086 |
|