Creative Planning’s Vale S A VALE.P Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-78
| Closed | – | – | 4746 |
|
|
2016
Q3 | $0 | Hold |
78
| – | – | ﹤0.01% | 4616 |
|
|
2016
Q2 | $0 | Hold |
78
| – | – | ﹤0.01% | 4459 |
|
|
2016
Q1 | $0 | Hold |
78
| – | – | ﹤0.01% | 4532 |
|
|
2015
Q4 | $0 | Hold |
78
| – | – | ﹤0.01% | 4561 |
|
|
2015
Q3 | $0 | Buy |
+78
| New | – | ﹤0.01% | 4280 |
|
|
2015
Q2 | – | Sell |
-78
| Closed | – | – | 3541 |
|
|
2015
Q1 | $0 | Hold |
78
| – | – | ﹤0.01% | 4337 |
|
|
2014
Q4 | $1K | Sell |
78
-41
| -34% | -$526 | ﹤0.01% | 3924 |
|
|
2014
Q3 | $1K | Hold |
119
| – | – | ﹤0.01% | 3784 |
|
|
2014
Q2 | $1K | Buy |
119
+41
| +53% | +$345 | ﹤0.01% | 3578 |
|
|
2014
Q1 | $1K | Hold |
78
| – | – | ﹤0.01% | 3449 |
|
|
2013
Q4 | $1K | Hold |
78
| – | – | ﹤0.01% | 3259 |
|
|
2013
Q3 | $1K | Hold |
78
| – | – | ﹤0.01% | 3154 |
|
|
2013
Q2 | $1K | Buy |
+78
| New | +$1K | ﹤0.01% | 3012 |
|