Creative Planning’s Southcross Energy Partners, L.P. SXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-141,604
| Closed | -$31K | – | 1966 |
|
|
2018
Q4 | $31K | Buy |
141,604
+200
| +0.1% | +$44 | ﹤0.01% | 1729 |
|
|
2018
Q3 | $82K | Buy |
+141,404
| New | +$82K | ﹤0.01% | 1797 |
|
|
2017
Q3 | – | Sell |
-6,404
| Closed | -$20K | – | 4645 |
|
|
2017
Q2 | $20K | Hold |
6,404
| – | – | ﹤0.01% | 3171 |
|
|
2017
Q1 | $22K | Hold |
6,404
| – | – | ﹤0.01% | 3053 |
|
|
2016
Q4 | $9K | Hold |
6,404
| – | – | ﹤0.01% | 3599 |
|
|
2016
Q3 | $9K | Buy |
6,404
+5,000
| +356% | +$7.03K | ﹤0.01% | 3553 |
|
|
2016
Q2 | $3K | Hold |
1,404
| – | – | ﹤0.01% | 3876 |
|
|
2016
Q1 | $1K | Hold |
1,404
| – | – | ﹤0.01% | 4167 |
|
|
2015
Q4 | $5K | Hold |
1,404
| – | – | ﹤0.01% | 3680 |
|
|
2015
Q3 | $7K | Buy |
+1,404
| New | +$7K | ﹤0.01% | 3444 |
|
|
2015
Q2 | – | Sell |
-1,404
| Closed | -$20K | – | 4148 |
|
|
2015
Q1 | $20K | Buy |
1,404
+700
| +99% | +$9.97K | ﹤0.01% | 2721 |
|
|
2014
Q4 | $11K | Buy |
+704
| New | +$11K | ﹤0.01% | 3060 |
|