Creative Planning’s TerraForm Power, Inc TERP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,700
| Closed | -$32K | – | 4389 |
|
|
2017
Q2 | $32K | Hold |
2,700
| – | – | ﹤0.01% | 2832 |
|
|
2017
Q1 | $33K | Hold |
2,700
| – | – | ﹤0.01% | 2754 |
|
|
2016
Q4 | $35K | Sell |
2,700
-4,000
| -60% | -$51.9K | ﹤0.01% | 2660 |
|
|
2016
Q3 | $93K | Hold |
6,700
| – | – | ﹤0.01% | 1885 |
|
|
2016
Q2 | $73K | Hold |
6,700
| – | – | ﹤0.01% | 1866 |
|
|
2016
Q1 | $58K | Buy |
6,700
+4,000
| +148% | +$34.6K | ﹤0.01% | 1986 |
|
|
2015
Q4 | $34K | Sell |
2,700
-1,064
| -28% | -$13.4K | ﹤0.01% | 2412 |
|
|
2015
Q3 | $54K | Buy |
+3,764
| New | +$54K | ﹤0.01% | 1983 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$22K | – | 3547 |
|
|
2015
Q1 | $22K | Hold |
600
| – | – | ﹤0.01% | 2636 |
|
|
2014
Q4 | $19K | Hold |
600
| – | – | ﹤0.01% | 2685 |
|
|
2014
Q3 | $17K | Buy |
+600
| New | +$17K | ﹤0.01% | 2618 |
|