Creative Planning’s TRX Gold Corp TRX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-10,000
| Closed | -$3.94K | – | 3250 |
|
2024
Q2 | $3.94K | Buy |
+10,000
| New | +$3.94K | ﹤0.01% | 2988 |
|
2023
Q2 | – | Sell |
-25,000
| Closed | -$12.1K | – | 2690 |
|
2023
Q1 | $12.1K | Buy |
25,000
+3,913
| +19% | +$1.89K | ﹤0.01% | 2407 |
|
2022
Q4 | $7.13K | Buy |
21,087
+1,000
| +5% | +$338 | ﹤0.01% | 2334 |
|
2022
Q3 | $8K | Buy |
20,087
+87
| +0.4% | +$35 | ﹤0.01% | 2194 |
|
2022
Q2 | $7K | Hold |
20,000
| – | – | ﹤0.01% | 2164 |
|
2022
Q1 | $6K | Hold |
20,000
| – | – | ﹤0.01% | 2193 |
|
2021
Q4 | $8K | Hold |
20,000
| – | – | ﹤0.01% | 2066 |
|
2021
Q3 | $10K | Hold |
20,000
| – | – | ﹤0.01% | 2044 |
|
2021
Q2 | $10K | Hold |
20,000
| – | – | ﹤0.01% | 1967 |
|
2021
Q1 | $12K | Sell |
20,000
-6,000
| -23% | -$3.6K | ﹤0.01% | 2319 |
|
2020
Q4 | $17K | Buy |
26,000
+15,853
| +156% | +$10.4K | ﹤0.01% | 2087 |
|
2020
Q3 | $7K | Buy |
+10,147
| New | +$7K | ﹤0.01% | 1939 |
|
2017
Q3 | – | Sell |
-1,500
| Closed | -$1K | – | 3471 |
|
2017
Q2 | $1K | Sell |
1,500
-670
| -31% | -$447 | ﹤0.01% | 4387 |
|
2017
Q1 | $1K | Buy |
2,170
+1,670
| +334% | +$770 | ﹤0.01% | 4377 |
|
2016
Q4 | $0 | Sell |
500
-1,000
| -67% | – | ﹤0.01% | 4599 |
|
2016
Q3 | $1K | Buy |
1,500
+500
| +50% | +$333 | ﹤0.01% | 4266 |
|
2016
Q2 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 4077 |
|
2016
Q1 | $0 | Hold |
1,000
| – | – | ﹤0.01% | 4374 |
|
2015
Q4 | $0 | Hold |
1,000
| – | – | ﹤0.01% | 4422 |
|
2015
Q3 | $0 | Buy |
+1,000
| New | – | ﹤0.01% | 4235 |
|
2015
Q2 | – | Sell |
-1,000
| Closed | – | – | 2743 |
|
2015
Q1 | $0 | Hold |
1,000
| – | – | ﹤0.01% | 4232 |
|
2014
Q4 | $1K | Buy |
+1,000
| New | +$1K | ﹤0.01% | 3881 |
|
2013
Q3 | – | Sell |
-1,666
| Closed | -$4K | – | 3352 |
|
2013
Q2 | $4K | Buy |
+1,666
| New | +$4K | ﹤0.01% | 2633 |
|