Creative Planning’s Vista Gold VGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,000
| Closed | -$9K | – | 1959 |
|
|
2019
Q3 | $9K | Hold |
12,000
| – | – | ﹤0.01% | 1853 |
|
|
2019
Q2 | $9K | Sell |
12,000
-250
| -2% | -$188 | ﹤0.01% | 1875 |
|
|
2019
Q1 | $8K | Hold |
12,250
| – | – | ﹤0.01% | 1841 |
|
|
2018
Q4 | $6K | Sell |
12,250
-1,000
| -8% | -$490 | ﹤0.01% | 1791 |
|
|
2018
Q3 | $7K | Hold |
13,250
| – | – | ﹤0.01% | 1924 |
|
|
2018
Q2 | $9K | Hold |
13,250
| – | – | ﹤0.01% | 1901 |
|
|
2018
Q1 | $10K | Sell |
13,250
-1,100
| -8% | -$830 | ﹤0.01% | 1882 |
|
|
2017
Q4 | $10K | Hold |
14,350
| – | – | ﹤0.01% | 1869 |
|
|
2017
Q3 | $11K | Sell |
14,350
-5,400
| -27% | -$4.14K | ﹤0.01% | 1842 |
|
|
2017
Q2 | $17K | Sell |
19,750
-5,525
| -22% | -$4.76K | ﹤0.01% | 3250 |
|
|
2017
Q1 | $26K | Buy |
25,275
+5,525
| +28% | +$5.68K | ﹤0.01% | 2923 |
|
|
2016
Q4 | $19K | Hold |
19,750
| – | – | ﹤0.01% | 3083 |
|
|
2016
Q3 | $21K | Buy |
19,750
+1,250
| +7% | +$1.33K | ﹤0.01% | 3006 |
|
|
2016
Q2 | $36K | Hold |
18,500
| – | – | ﹤0.01% | 2359 |
|
|
2016
Q1 | $9K | Hold |
18,500
| – | – | ﹤0.01% | 3265 |
|
|
2015
Q4 | $5K | Hold |
18,500
| – | – | ﹤0.01% | 3637 |
|
|
2015
Q3 | $6K | Buy |
+18,500
| New | +$6K | ﹤0.01% | 3491 |
|
|
2015
Q2 | – | Sell |
-7,500
| Closed | -$2K | – | 2831 |
|
|
2015
Q1 | $2K | Hold |
7,500
| – | – | ﹤0.01% | 3801 |
|
|
2014
Q4 | $2K | Buy |
7,500
+1,000
| +15% | +$267 | ﹤0.01% | 3751 |
|
|
2014
Q3 | $3K | Buy |
+6,500
| New | +$3K | ﹤0.01% | 3467 |
|