Creative Planning’s US Energy Corp USEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-500
| Closed | -$2K | – | 2423 |
|
|
2022
Q1 | $2K | Buy |
+500
| New | +$2K | ﹤0.01% | 2243 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$1K | – | 3516 |
|
|
2017
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 4391 |
|
|
2017
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 4380 |
|
|
2016
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 4331 |
|
|
2015
Q1 | – | Sell |
-67
| Closed | -$6K | – | 4241 |
|
|
2014
Q4 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 3359 |
|