Creative Planning’s UNS ENERGY CORP COM UNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-183
| Closed | -$11K | – | 4159 |
|
|
2014
Q2 | $11K | Sell |
183
-835
| -82% | -$50.2K | ﹤0.01% | 2790 |
|
|
2014
Q1 | $61K | Hold |
1,018
| – | – | ﹤0.01% | 1681 |
|
|
2013
Q4 | $61K | Hold |
1,018
| – | – | ﹤0.01% | 1474 |
|
|
2013
Q3 | $47K | Hold |
1,018
| – | – | ﹤0.01% | 1555 |
|
|
2013
Q2 | $46K | Buy |
+1,018
| New | +$46K | ﹤0.01% | 1439 |
|