Creative Planning’s Ternium TX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-21,937
| Closed | -$852K | – | 2321 |
|
2021
Q1 | $852K | Buy |
+21,937
| New | +$852K | ﹤0.01% | 1111 |
|
2016
Q1 | – | Sell |
-400
| Closed | -$5K | – | 4379 |
|
2015
Q4 | $5K | Hold |
400
| – | – | ﹤0.01% | 3634 |
|
2015
Q3 | $5K | Buy |
+400
| New | +$5K | ﹤0.01% | 3588 |
|
2015
Q2 | – | Sell |
-400
| Closed | -$7K | – | 2758 |
|
2015
Q1 | $7K | Hold |
400
| – | – | ﹤0.01% | 3353 |
|
2014
Q4 | $7K | Sell |
400
-750
| -65% | -$13.1K | ﹤0.01% | 3273 |
|
2014
Q3 | $28K | Hold |
1,150
| – | – | ﹤0.01% | 2284 |
|
2014
Q2 | $32K | Sell |
1,150
-750
| -39% | -$20.9K | ﹤0.01% | 2151 |
|
2014
Q1 | $56K | Hold |
1,900
| – | – | ﹤0.01% | 1722 |
|
2013
Q4 | $59K | Hold |
1,900
| – | – | ﹤0.01% | 1496 |
|
2013
Q3 | $46K | Hold |
1,900
| – | – | ﹤0.01% | 1567 |
|
2013
Q2 | $43K | Buy |
+1,900
| New | +$43K | ﹤0.01% | 1460 |
|