Creative Planning’s Transmontaigne TLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $267K | Sell |
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|
2018
Q3 | $320K | Hold |
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|
2018
Q2 | $306K | Sell |
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|
2018
Q1 | $305K | Buy |
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|
2017
Q4 | $218K | Sell |
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|
2017
Q3 | $343K | Sell |
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|
2017
Q2 | $363K | Hold |
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|
2017
Q1 | $386K | Buy |
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|
2016
Q4 | $365K | Sell |
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|
2016
Q3 | $367K | Buy |
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|
2016
Q2 | $318K | Hold |
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|
2016
Q1 | $284K | Buy |
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|
2015
Q4 | $163K | Buy |
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|
2015
Q3 | $141K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $167K | Buy |
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|
2014
Q4 | $148K | Hold |
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|
2014
Q3 | $193K | Buy |
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|
2014
Q2 | $201K | Sell |
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|
2014
Q1 | $245K | Sell |
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|
2013
Q4 | $260K | Sell |
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|
2013
Q3 | $290K | Hold |
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|
2013
Q2 | $299K | Buy |
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