Creative Planning’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,871
| Closed | -$96K | – | 4168 |
|
|
2017
Q2 | $96K | Buy |
+8,871
| New | +$96K | ﹤0.01% | 2015 |
|
|
2016
Q2 | – | Sell |
-14,971
| Closed | -$7K | – | 4426 |
|
|
2016
Q1 | $7K | Sell |
14,971
-700
| -4% | -$327 | ﹤0.01% | 3397 |
|
|
2015
Q4 | $39K | Sell |
15,671
-2,329
| -13% | -$5.8K | ﹤0.01% | 2305 |
|
|
2015
Q3 | $115K | Sell |
18,000
-300
| -2% | -$1.92K | ﹤0.01% | 1506 |
|
|
2015
Q2 | $229K | Sell |
18,300
-1,025
| -5% | -$12.8K | ﹤0.01% | 834 |
|
|
2015
Q1 | $302K | Buy |
19,325
+4,800
| +33% | +$75K | ﹤0.01% | 980 |
|
|
2014
Q4 | $191K | Sell |
14,525
-6,045
| -29% | -$79.5K | ﹤0.01% | 1164 |
|
|
2014
Q3 | $478K | Buy |
20,570
+1,870
| +10% | +$43.5K | 0.01% | 671 |
|
|
2014
Q2 | $555K | Sell |
18,700
-2,700
| -13% | -$80.1K | 0.01% | 601 |
|
|
2014
Q1 | $575K | Buy |
21,400
+3,572
| +20% | +$96K | 0.01% | 565 |
|
|
2013
Q4 | $386K | Buy |
17,828
+14,100
| +378% | +$305K | 0.01% | 595 |
|
|
2013
Q3 | $77K | Sell |
3,728
-20
| -0.5% | -$413 | ﹤0.01% | 1279 |
|
|
2013
Q2 | $74K | Buy |
+3,748
| New | +$74K | ﹤0.01% | 1157 |
|