Creative Planning’s Trinseo TSE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-5,030
| Closed | -$320K | – | 2316 |
|
2021
Q1 | $320K | Buy |
5,030
+5
| +0.1% | +$318 | ﹤0.01% | 1731 |
|
2020
Q4 | $257K | Buy |
+5,025
| New | +$257K | ﹤0.01% | 1690 |
|
2017
Q3 | – | Sell |
-109
| Closed | -$7K | – | 3473 |
|
2017
Q2 | $7K | Hold |
109
| – | – | ﹤0.01% | 3794 |
|
2017
Q1 | $7K | Buy |
109
+100
| +1,111% | +$6.42K | ﹤0.01% | 3759 |
|
2016
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 4327 |
|
2016
Q3 | – | Sell |
-17
| Closed | -$1K | – | 4503 |
|
2016
Q2 | $1K | Sell |
17
-100
| -85% | -$5.88K | ﹤0.01% | 4078 |
|
2016
Q1 | $4K | Buy |
117
+85
| +266% | +$2.91K | ﹤0.01% | 3659 |
|
2015
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 4125 |
|
2014
Q4 | – | Sell |
-1,250
| Closed | -$20K | – | 4179 |
|
2014
Q3 | $20K | Buy |
1,250
+350
| +39% | +$5.6K | ﹤0.01% | 2520 |
|
2014
Q2 | $19K | Buy |
+900
| New | +$19K | ﹤0.01% | 2490 |
|