Creative Planning’s TC Pipelines LP TCP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-76,633
Closed -$2.26M 2444
2020
Q4
$2.26M Buy
76,633
+8,025
+12% +$236K 0.01% 617
2020
Q3
$1.76M Hold
68,608
﹤0.01% 603
2020
Q2
$2.13M Buy
+68,608
New +$2.13M 0.01% 468
2017
Q4
Sell
-4,929
Closed -$258K 2004
2017
Q3
$258K Sell
4,929
-515
-9% -$27K ﹤0.01% 1423
2017
Q2
$299K Sell
5,444
-1,468
-21% -$80.6K ﹤0.01% 1282
2017
Q1
$412K Buy
6,912
+494
+8% +$29.4K ﹤0.01% 1094
2016
Q4
$378K Hold
6,418
﹤0.01% 1059
2016
Q3
$366K Hold
6,418
﹤0.01% 1060
2016
Q2
$367K Sell
6,418
-559
-8% -$32K ﹤0.01% 928
2016
Q1
$336K Buy
6,977
+2,373
+52% +$114K ﹤0.01% 930
2015
Q4
$229K Sell
4,604
-154
-3% -$7.66K ﹤0.01% 1118
2015
Q3
$227K Buy
+4,758
New +$227K ﹤0.01% 1119
2015
Q2
Sell
-4,584
Closed -$299K 3255
2015
Q1
$299K Buy
4,584
+113
+3% +$7.37K ﹤0.01% 988
2014
Q4
$318K Sell
4,471
-582
-12% -$41.4K ﹤0.01% 907
2014
Q3
$342K Buy
5,053
+2,384
+89% +$161K ﹤0.01% 808
2014
Q2
$138K Buy
2,669
+287
+12% +$14.8K ﹤0.01% 1231
2014
Q1
$114K Buy
2,382
+839
+54% +$40.2K ﹤0.01% 1322
2013
Q4
$75K Buy
1,543
+815
+112% +$39.6K ﹤0.01% 1361
2013
Q3
$35K Hold
728
﹤0.01% 1747
2013
Q2
$35K Buy
+728
New +$35K ﹤0.01% 1592