Creative Planning’s UIL HOLDINGS UIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-15,445
| Closed | -$776K | – | 4634 |
|
|
2015
Q3 | $776K | Buy |
15,445
+3,167
| +26% | +$159K | 0.01% | 564 |
|
|
2015
Q2 | $563K | Sell |
12,278
-261
| -2% | -$12K | 0.01% | 627 |
|
|
2015
Q1 | $645K | Sell |
12,539
-463
| -4% | -$23.8K | 0.01% | 629 |
|
|
2014
Q4 | $566K | Sell |
13,002
-18,622
| -59% | -$811K | 0.01% | 647 |
|
|
2014
Q3 | $1.12M | Buy |
31,624
+4,945
| +19% | +$175K | 0.01% | 364 |
|
|
2014
Q2 | $1.03M | Sell |
26,679
-2,036
| -7% | -$78.8K | 0.01% | 379 |
|
|
2014
Q1 | $1.06M | Buy |
28,715
+73
| +0.3% | +$2.69K | 0.02% | 354 |
|
|
2013
Q4 | $1.11M | Buy |
28,642
+6,547
| +30% | +$254K | 0.02% | 278 |
|
|
2013
Q3 | $821K | Buy |
22,095
+200
| +0.9% | +$7.43K | 0.02% | 313 |
|
|
2013
Q2 | $837K | Buy |
+21,895
| New | +$837K | 0.02% | 275 |
|